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Portfolio Updates

Portfolio Updates

  • Bradley Freeman
3 min read
Lululemon Earnings Review

Lululemon Earnings Review

“Third quarter results, which exceeded our expectations, demonstrate the ability of our teams to be agile in a dynamic operating environment. CFO Meghan Frank a. Demand Lululemon beat revenue estimates by 1.7%

  • Bradley Freeman
8 min read
Uber News

Uber News

Waymo is expanding to Miami early next year. Unfortunately, Waymo plans to use Moove for fleet management and its own app to offer rides. This is quite disappointing to me. In Waymo’s

  • Bradley Freeman
1 min read
Salesforce & SentinelOne Earnings Reviews + PayPal & SoFi CFO Interviews

Salesforce & SentinelOne Earnings Reviews + PayPal & SoFi CFO Interviews

Table of Contents * 1. Salesforce (CRM) – Earnings Review * a. Salesforce 101 * b. Demand * c. Profits & Margins * d. Balance Sheet * e.  Guidance & Valuation * f. Call & Release * g. Take * 2. SOFI (SOFI)

  • Bradley Freeman
28 min read
Portfolio Updates

Portfolio Updates

  • Bradley Freeman
2 min read
← Newer Posts Page 78 of 157 Older Posts →

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