Table of Contents
- a. News
- b. Fleeting Discount
- c. Earnings Reviews to Read From This Season
- d. Portfolio Performance Since Inception
a. News
Prices are going up this summer. The final decision has been made. Those hikes will only be for new subscribers following the change. Not for existing subscribers. I wanted to clearly communicate this to give you a chance to lock in the lower rate before the change. Since the paywall went up, I’ve added significantly more coverage. I’m also investing in a new website (coming this summer) and a tightly integrated chatroom that will be included with Max subscriptions. There, I will communicate important alerts in a more timely manner, before articles are ready to be sent.
As a reminder, subscriptions include about 40 detailed earnings reviews per season, periodic investment case articles, coverage of important investor events, consistent weekly news & access to my portfolio (performance below). This is the newsletter written for mature investors seeking responsible exposure to secular growth stories and iconic companies. And? This is the newsletter read by several Fortune 500 CEOs who flock to our unique blend of high quality & quantity. We provide signal, value and level-headed analysis. Not sensationalism. I am adamant that this will remain the best price-to-value ratio subscription… that will merely be more true if you lock in today’s prices.
b. Fleeting Discount
c. Earnings Reviews to Read From This Season
- Zscaler Earnings Review
- Nvidia & SentinelOne Earnings Reviews
- Trade Desk Earnings Review
- DraftKings & Coupang Earnings Reviews
- Shopify & Mercado Libre Earnings Reviews
- Uber Earnings Review
- Palo Alto & Snowflake Earnings Reviews
- Apple & Duolingo Earnings Reviews
- AMD & Datadog Earnings Reviews
- Lemonade Earnings Review
- Sea Limited & Cava Earnings Reviews
- Palantir & Hims Earnings Reviews
- Airbnb Earnings Review
- SoFi Earnings Review
- PayPal Earnings Review
- Meta, Robinhood & Starbucks Earnings Reviews
- Amazon & Microsoft Earnings Reviews
- Alphabet Earnings Review
- Tesla Earnings Review
- Chipotle Earnings Review
- ServiceNow Earnings Review
- Netflix & Taiwan Semi Earnings Reviews
- Nu, On Running & Cloudflare Earnings Reviews
d. Portfolio Performance Since Inception

