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News of the Week (August 25-29, 2025)

Earnings reviews from this week: * MongoDB, CrowdStrike & Nvidia * SentinelOne Earnings reviews from this season: * Nu & Airbnb earnings reviews

SentinelOne (S) Earnings Review

a. SentinelOne 101 Endpoint & Data Cores: SentinelOne's endpoint and Security Information and Event Management (SIEM) suites are

Nvidia, CrowdStrike & MongoDB Earnings Reviews

This article contains full reviews of Nvidia, CrowdStrike & MongoDB earnings. Housekeeping: * A favor request – please respond to this send

News of the Week (August 18-22, 2025)

Housekeeping: I hope everyone is enjoying the look and feel of the new website. We are still sorting out a

Discord Room Sign-Up Instructions

News of the Week (August 11 - 15, 2025)

In case you missed something from this past week: * Nu & Airbnb earnings reviews * The Trade Desk News Alert * Cava

Nu & Airbnb Earnings Reviews

Earnings reviews to read from this current season: * Cava & On Running. * AMD Earnings Review (section 4). * Trade Desk, Duolingo

Trade Desk News Alert

The Trade Desk sold off this morning on Walmart contract news. Per an article posted by The Information, Walmart renegotiated

Portfolio & Performance Updates

Cava & On Running Earnings Reviews

Earnings reviews to read from this current season: * Trade Desk, Duolingo & DraftKings earnings reviews * Uber & Shopify earnings reviews

Portfolio & Performance Updates

News of the Week (August 4 - 8, 2025)

Almost everything was sent during the week. In case you missed it: * Trade Desk, Duolingo & DraftKings earnings reviews * Uber

Portfolio & Performance Updates

The Trade Desk, Duolingo & DraftKings Earnings Reviews

In case you missed it: * Lemonade, Hims and Coupang Earnings Reviews * Uber & Shopify Earnings Reviews * Palantir & Mercado Libre

Uber, Shopify & Duolingo Earnings Reviews + DraftKings Snapshot

This piece contains detailed Uber and Shopify reviews. It also contains part 1 of the DraftKings and Duolingo reviews (with

Portfolio & Performance Updates

Lemonade, Hims & Coupang Earnings Reviews + AMD Snapshot

This article includes detailed Lemonade, Hims and Coupang Earnings Reviews. It also features a brief AMD earnings snapshot. The full

Palantir & Mercado Libre Earnings Reviews + Hims Earnings Snapshot

This piece contains a brief Hims earnings snapshot, a Mercado Libre earnings review & a Palantir earnings review. The Hims

Updated Holdings & Last Day For Peak Earnings Season Discounts

Friends — the 20% annual discount for earnings season will end today. After this season, prices will be moving higher for

News of the Week (July 28 - August 1, 2025)

In case you missed it, the convincing majority of our content from the week has already been sent: * Amazon &

Amazon & Microsoft Earnings Reviews + Apple Earnings Snapshot

In case you missed it: * Meta & Robinhood Earnings Reviews. * Alphabet & Tesla Earnings Reviews. * SoFi & PayPal Earnings Reviews.

Meta & Robinhood Earnings Reviews + Microsoft Snapshot

The rest of the Microsoft review, Amazon & part one of the Apple review are all coming tomorrow. The rest

SoFi Shelf Offering

SoFi & PayPal Earnings Reviews + Starbucks Earnings Snapshot

In case you missed it: * Alphabet & Tesla Earnings Reviews. * Chipotle Earnings Review. * ServiceNow Earnings Review. * Netflix & Taiwan Semi

Portfolio & Performance Updates

Peak Earnings Season Discounts Wrapping Up

Hello! I hope your earnings season is off to a great start. 20% annual subscription discounts are wrapping up over

News of the Week (July 21-25, 2025)

Most of this week’s content was already sent: * Portfolio Earnings Season Preview. * Alphabet & Tesla Earnings Reviews. * Chipotle Earnings

Chipotle Earnings Review & ServiceNow Earnings Snapshot

Table of Contents * 1. ServiceNow (NOW) — Brief Earnings Snapshot * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Guidance

Alphabet & Tesla Earnings Reviews + a Chipotle Earnings Snapshot

Table of Contents * 1. Chipotle (CMG) — Brief Earnings Snapshot * a. Demand * b. Profits & margins * c. Balance Sheet * d. Guidance

Portfolio Earnings Season Preview

Earnings Season Discount to Avoid Near Future Price Hikes

Greetings fellow Nerds! I hope you all had a great first week of earnings season. 20% annual subscription discounts are

News of the Week (July 14-18, 2025)

Table of Contents * 1. Amazon (AMZN) – Prime Day/Week, CrowdStrike (CR … * a. Amazon – Prime Days * b. CrowdStrike * 2. Alphabet (GOOGL)

Netflix & Taiwan Semiconductor Earnings Reviews

1. Taiwan Semicondutor (TSM/TSMC) — Earnings Review a. Taiwan Semi 101 Taiwan Semi builds chipsets for other companies like Nvidia,

Portfolio & Performance Updates

Table of Contents * a. Updated Performance vs. the S&P 500 * b. Today’s Portfolio Changes & Updated Holdings

Portfolio & Performance Updates

Earnings Season Annual Subscription Promo

Greetings and welcome back to earnings season! To kick things off, we’re featuring 20% annual subscription discounts. Prices will

PayPal Update

In last week’s article, I briefly discussed the new fees J.P. Morgan would be charging to fintechs like

News of the Week (July 7-11, 2025)

The slow season is over and earnings season starts next week! There are about 40 reviews to catch up on

Portfolio & Performance Updates

Table of Contents * a. Updated Performance vs. the S&P 500 * b. Portfolio Change from Today & Updated Holdings

Portfolio & Performance Update

News of the Week (June 30 - July 4, 2025)

* Click here to see my current portfolio & performance vs. the S&P 500. * Click here to access 40

Portfolio & Performance Updates

Table of Contents * a. Updated Performance vs. the S&P 500 * b. Portfolio Changes & Updated Holdings a. Updated

Portfolio & Performance Updates

News of the Week (June 23 - 27, 2025)

Table of Contents * 1. Updated Free Cash Flow (FCF) Valuation Comp She … * a. Fast Growth * b. Mature Growth * 2. Alphabet

Portfolio & Performance Update

* Links to 40 detailed earnings reviews from this season * Link to my current portfolio & performance vs. the S&

News of the Week (June 16-20, 2025)

Links to 40 detailed earnings reviews from this season Link to my current portfolio & performance vs. the S&

SoFi Deep Dive

SoFi aims to be the one-stop shop for consumer financial needs, with an owned tech stack that it also sells to customers like Robinhood and H&R Block. While it started as a student loan company, it now offers a full line of core financial services and lending products.

(Paywall Removed) Zscaler & Nvidia Earnings Reviews

I’ve removed the paywalls for the Zscaler & Nvidia earnings reviews. A lot of our content has shifted to

Stock Market Education Archive

1. Income Statement 101 a. Introduction Learning how to read and contextualize financial statements is a prerequisite for effectively stock

News of the Week (June 9-13, 2025)

Links to 40 detailed earnings reviews from this season Link to my current portfolio & performance vs. the S&

Portfolio & Performance Updates

In case you missed it from this earnings season: * CrowdStrike Earnings Review * Broadcom Earnings Review * Nvidia & SentinelOne Earnings Reviews

Portfolio & Performance Updates

Portfolio & Performance Updates

In case you missed it from this earnings season: * CrowdStrike Earnings Review * Broadcom Earnings Review * Nvidia & SentinelOne Earnings Reviews

Portfolio & Performance Updates

Portfolio & Performance Updates (June 4th, 2025)

a. Portfolio Changes As telegraphed in last night’s article, I sold 40% of my SentinelOne stake this morning. Consistent,

Zscaler Earnings Review

In case you missed it from this earnings season: * Nvidia & SentinelOne Earnings Reviews * Trade Desk Earnings Review * DraftKings &

News of the Week (June 2-6, 2025)

In case you missed it from this earnings season: * CrowdStrike Earnings Review * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review

Portfolio & Performance Updates

Table of Contents * a. Housekeeping * b. Updated Performance vs. the S&P 500 * c. Portfolio Changes & Updated Holdings

Portfolio & Performance Updates

CrowdStrike (CRWD) Earnings Review

In case you missed it from this earnings season: * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review * Trade Desk Earnings

News of the Week (May 26-30, 2025)

Most of this week’s content was already sent. My Nvidia (NVDA) & SentinelOne (S) Earnings Review can be found

Zscaler Earnings Review

In case you missed it from this earnings season: * Nvidia & SentinelOne Earnings Reviews * Trade Desk Earnings Review * DraftKings &

Nvidia & SentinelOne Earnings Reviews

In case you missed it from this earnings season: * Trade Desk Earnings Review * DraftKings & Coupang Earnings Reviews * Shopify &

News of the Week (May 19 - 23, 2025)

I published my Snowflake & Palo Alto Earnings Reviews during the week. I also published a portfolio & performance update.

Current Portfolio & Performance Updates

Table of Contents * a. Housekeeping * b. Performance vs. S&P 500 Update * c. Today’s Portfolio Changes & Updated

Snowflake & Palo Alto Earnings Reviews

In case you missed it from this earnings season: * Trade Desk Earnings Review * DraftKings & Coupang Earnings Reviews * Shopify &

Portfolio & Performance Updates

News of the Week (May 12 - 16, 2025)

In case you missed it from this week: * Nu, On Running & Cloudflare Earnings Reviews. * My Updated Portfolio & Performance

My Updated Portfolio & Performance vs. the S&P 500

a. Housekeeping 20% annual discounts close this evening. I’ve extended it twice in response to paywall bugs. Those are

Nu, On Running & Cloudflare Earnings Reviews

In case you missed it: * Trade Desk Earnings Review * Shopify & Mercado Libre Earnings Reviews * Uber Earnings Review * AMD &

Fleeting Discounts to Avoid Future Price Hikes

Table of Contents * a. News * b. Fleeting Discount * c. Earnings Reviews to Read From This Season * d. Portfolio Performance Since

Portfolio & Performance Updates

Portfolio & Performance Updates

News of the Week (May 5 - 9, 2025)

Most of the content from this week has already been sent: * Trade Desk Earnings Review (and a Cloudflare Snapshot) * Shopify

Trade Desk Earnings Review + Cloudflare & DraftKings Snapshots

1. Earnings Snapshots — DraftKings (DKNG) & Cloudflare (NET) Full reviews for both of these companies will be published alongside Coupang

Shopify & Mercado Libre Earnings Reviews

Other Reviews to Read From This Season: * AMD & Datadog Earnings Reviews (& Coupang part 1). * Palantir & Hims Earnings

Hims Earnings Review (Paywall Removed)

I realize a lot more content has been paywalled recently. I get how that’s probably annoying for you free

Uber Q1 2025 Earnings Review

Other Reviews to Read From This Season: * AMD & Datadog Earnings Reviews (& Coupang part 1). * Palantir & Hims Earnings

AMD, Datadog & Coupang (Part 1) Earnings Reviews

Other Reviews to Read From This Season: * Palantir & Hims Earnings Reviews. * Alphabet Earnings Review. * Meta, Robinhood & Starbucks Reviews.

Lemonade Earnings Review + a Brief Celsius Earnings Snapshot

Other Reviews to Read From This Season: * Palantir & Hims Earnings Reviews. * Alphabet Earnings Review. * Meta, Robinhood & Starbucks Reviews.

Palantir & Hims Earnings Reviews

Other Reviews to Read From This Season: * Alphabet Earnings Review. * Meta, Robinhood & Starbucks Reviews. * Tesla Earnings Review. * Amazon &

News of the Week (April 28 - May 2, 2025)

The majority of this week’s content has already been sent. In case you missed it: * SoFi Earnings Review. * PayPal

Promotion Extension & An Apology

Hello and happy Friday, fellow nerds. The paywall was apparently bugging for most of you throughout the promotional period. Everything

Amazon & Microsoft Earnings Reviews + Apple, Duolingo & Airbnb Snapshots

Table of Contents * 1. Brief Earnings Snapshots — Apple, Airbnb & Duol … * a. Apple (AAPL) * b. Airbnb (ABNB) * c. Duolingo (DUOL)

Portfolio & Performance Updates

Earnings Reviews in Case you Missed One: * Meta, Robinhood & Starbucks Earnings Reviews. * SoFi Earnings Review. * Alphabet Earnings Review. * Tesla

Meta, Robinhood & Starbucks Earnings Reviews + Microsoft Snapshot

In case you missed it: * SoFi Earnings Review. * Alphabet Earnings Review. * Tesla Earnings Review. * PayPal Earnings Review. * Chipotle Earnings Review.

PayPal Earnings Review + Starbucks & Spotify Snapshots

In case you Missed It: * SoFi Earnings Review. * Alphabet Earnings Review. * Tesla Earnings Review. * Chipotle Earnings Review. * ServiceNow Earnings Review.

Portfolio & Performance Updates

SoFi Q1 Earnings Review

In Case you Missed It: * Alphabet Earnings Review * Tesla Earnings Review * Chipotle Earnings Review * ServiceNow Earnings Review * Netflix and Taiwan

News of the Week (April 21-25, 2025)

Most of this week’s content has already been published. In case you missed it: * Alphabet Earnings Review * Tesla Earnings

Alphabet (GOOGL) Q1 2025 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.

Chipotle Q1 2025 Earnings Review

a.  Key Points * Challenging quarter amid challenging times. * Market share trends are good. * International expansion is going well. * Working through

ServiceNow Q1 2025 Earnings Review

Housekeeping: Hi friends! I had a bit of a personal health issue today that required an impromptu visit to two

Tesla (TSLA) -- Q1 2025 Earnings Review

In case you missed it: * Earnings Season Preview. * Netflix & Taiwan Semi Earnings Review. * Updated Portfolio & Performance vs. the

Portfolio & Performance Update (New Holding)

Earnings Season 20% Subscription Discounts

Greetings fellow investment nerds! Earnings season is back and so are annual subscription discounts. Over the next several weeks, I

News of the Week (April 14-18, 2025)

In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated

Netflix & Taiwan Semi Earnings Reviews

Table of Contents * 1. Taiwan Semi (TSM) Earnings Review * a. Taiwan Semi 101 * b. Key Points * c. Demand * d. Profits

Q1 2025 Earnings Season Preview

News of the Week (April 7 - 11, 2025)

I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table

Portfolio Update (forgot the updated holdings & returns)

I forgot to include holdings & returns in that update you just got. I fixed it on the web but

Portfolio Update

News of the Week (March 31 - April 4, 2025)

Table of Contents * 1. Amazon (AMZN) – Various News * 2. Hims (HIMS) – Weight Loss Drugs * 3. DraftKings (DKNG) & Sports Betting

Portfolio & Performance Updates

Portfolio, Performance & Macro Updates

Portfolio & Performance Updates

Lululemon (LULU) Q4 2024 Earnings Review

In case you missed it: * Nvidia & Cava Earnings Reviews * Lemonade Earnings Review * Coupang Earnings Review * SoFi Earnings Review * Netflix

News of the Week (March 24 - 28, 2025)

In case you missed it from this past week: * Detailed Lululemon Earnings Review. * My updated portfolio & performance (sold a

News of the Week (March 18 - 22, 2025)

In case you missed it – my review of the Fed statement and Powell presser can be found here. Table of

Fed Statement & Macro Updates

Catch up on more than 40 detailed earnings reviews from this season here. Table of Contents * Fed Policy: * Economic &

News of the Week (March 10 - 14, 2025)

In case you missed it: 1. SentinelOne, Oracle & Block Earnings Reviews from Wednesday. 2. Latest Portfolio & Performance Update

Portfolio & Performance Updates

SentinelOne, Oracle & Block (Part 2) Earnings Reviews

Table of Contents * 1. Oracle (ORCL) – Earnings Review * a. Oracle 101 * b. Key Points * c. Demand * d. Profits & Margins

Portfolio & Performance Updates

More adding.

Forgot the Portfolio Screenshot in the Portfolio Update

I forgot to put my current holdings in the portfolio update this morning. Apologies. Here it is. Shouldn’t be

Portfolio & Performance Update

News of the Week (March 3-7, 2025)

Table of Contents * 1. Broadcom (AVGO) – Earnings Review * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet

Portfolio & Performance Update

Some adds.

Zscaler & On Running Earnings Reviews

Dissecting two more earnings reports.

CrowdStrike Earnings Review, Uber CEO Interview & 4 Earnings Snapshots

In case you missed it: * Nvidia & Cava Earnings Reviews * Lemonade Earnings Review * Coupang Earnings Review * SoFi Earnings Review * Netflix

Portfolio Update (New Position)

My Macro View

Probable Sources of Market Volatility: There’s an incessant flow of political and macro-related news hitting markets right now. I

Remaining News of the Week (February 24-28, 2025)

Most of this week’s content has already been sent. In case you missed it: * Snowflake & Duolingo Earnings Reviews

Snowflake & Duolingo Earnings Reviews

Carefully working through these two earnings reports.

Portfolio & Performance Update

Lemonade Earnings Review

Detailing the results of this insurance disruptor.

Nvidia & Cava Earnings Reviews + Snowflake Earnings Snapshot

Contextualizing more earnings reports.

Coupang (CPNG) Q4 2024 Earnings Review

Exploring the results of this Korean Giant.

PayPal Investor Day Review

A detailed look into today's event.

Hims Q4 2024 Earnings Review

Digesting the noisy results of this company.

Microsoft Data Center News

Table of Contents * 1. News * 2. There Were Signs * 3. Potential Implications * 4. Other Potential Sources of the News * 4a.

Remaining News of the Week (February 17 - 21, 2025)

Most of this week’s content was already sent. In case you missed it: * Grab (GRAB) Earnings Review * Nu (NU)

Portfolio Update

Some purchases.

Mercado Libre (MELI) – Earnings Review

Reviewing the impressive results of this Latin American Titan.

Portfolio Update

Current holdings & performance

Celsius (CELH) Earnings Review

Digesting the results of this energy drink company.

Nu (NU) – Earnings Review

Exploring the results of this Latin American Disruptor

Grab Q4 2024 Earnings Review

Table of Contents * a. Grab 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance

News of the Week (February 10 - 14, 2025)

In case you missed it: * Amazon, Cloudflare and Disney Earnings Reviews * Datadog Earnings Review * Airbnb Earnings Review * Uber Earnings Review

Portfolio & Performance Update

Airbnb & DraftKings Earnings Reviews + Palo Alto Snapshot

Digesting two earnings reports with a snapshot of a third.

Datadog Earnings Review

Table of Contents * 1. Datadog (DDOG) – Earnings Review * a. Datadog 101 * b. Key Points * c. Demand * d. Profits & Margins

Portfolio Update

The Trade Desk Earnings Review + a Robinhood Snapshot

Digesting the underwhelming results of this special compounder.

Shopify & Chipotle Earnings Reviews + SoFi CEO Interview from Today

1. Chipotle (CMG) – Earnings Review a. Key Points * Somewhat underwhelming quarter doesn’t interrupt fantastic multi-year trends. * There was some

News of the Week (February 3 - 7, 2025)

Most of this week’s content has already been sent. In case you missed it: * Amazon, Cloudflare (part 1) and

Amazon, Cloudflare & Disney Earnings Reviews

Working through 3 more earnings reports.

Uber Q4 2024 Earnings Review

Exploring the results of this Transportation Titan.

Portfolio Update

Alphabet & AMD Earnings Reviews + Spotify & Chipotle Earnings Snapshots

In case you missed it, our detailed PayPal Earnings Review from this afternoon. This was a very long 16-hour work

PayPal Q4 2024 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.

Palantir Q4 2024 Earnings Review

Exploring the results of this software disruptor.

Portfolio Management Thoughts Amid Tariffs

Earnings Season Discounts End This Week

Happy weekend. Peak earnings season is back and 20% annual plan discounts end this week. This quarter, we plan to

Remaining News of the Week (Jan 27 - 31, 2025)

Table of Contents * 1. Earnings Round-Up – Visa (V), Mastercard (MA), … * a. Visa Snapshot * b. Mastercard Snapshot * c. Intel Snapshot * d.

Portfolio Update

Microsoft & Apple Earnings Reviews

Digesting the results of these two titans.

Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Dissecting 3 earnings reports and some GenAI disruption

Portfolio Earnings Season Preview

SoFi Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Credit Health & Balance Sheet * Vintage Analysis:

News of the Week (January 20 - 24, 2025)

Table of Contents * 1. Earnings Round-Up – American Express (AXP) & In … * a. American Express (AXP) – Earnings Summary: * b. Intuitive Surgical

SoFi Earnings Thoughts

Netflix Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.

Taiwan Semi Q4 2024 Earnings Review

Taiwan Semi (TSM) — Earnings Review Taiwan Semi builds chipsets for other companies like Nvidia, AMD and Qualcomm. It does so

Stock Market Nerd Earnings Season Discounts

Access lower rates on Stock Market Nerd Plus & Max

News of the Week (Jan 13 - 17, 2025)

Table of Contents * 1. The Trade Desk (TTD) — M&A * 2. SoFi (SOFI) — Asset Light Lending Growth * 3. Duolingo

News of the Week (January 4 - 8, 2025)

In case you missed it, the majority of this week’s content was already sent: 1. Mid-week news – Uber Confidence

Portfolio Updates

I did some adding today. Mr. Market is reacting to a red-hot jobs report, which adds doubt over the pace

Mid-Week News (January 8th, 2025)

Table of Contents * 1. Uber (UBER) – Confidence, Nvidia & More * a. Nvidia * b. Confidence * c. New AV-Based App Features * 2.

News of the Week (Happy 2025!)

During the week, I published a piece on SoFi that can be found below: SoFi Downgradestockmarketnerd.com/p/sofi-downgrade-e8fe Table

SoFi Downgrade

KBW downgraded SoFi from neutral to underperform and raised their price target from $7 to $8. The main reason for

News of the Week (December 23 - 27, 2024)

Income Statement 101; High Growth Gross Profit Comp Sheet; DraftKings; Market Headlines; Macro

Portfolio Update & News

News of the Week (December 16 - 20, 2024)

Content sent during the week: * Details on SoFi Insider Trades. * Fed Statement Highlights & My Thoughts. * Portfolio Update with a

Portfolio Updates with a New Holding

Fed Statement, Powell Presser & My Thoughts

Key Points: * The Fed cut rates by 25 basis points to 4.25%-4.50%. * There’s zero change to

SoFi Insider Stock Transactions

An interesting Form 144 came out tonight involving SoFi CEO Anthony Noto. It contains details on the proposed forward sale

Remaining News of the Week (December 9 - 13, 2024)

During the week, I also published: 1. An article that includes: Oracle & MongoDB earnings reviews; coverage of Alphabet’s

Portfolio Update

Oracle & MongoDB Earnings Reviews + Adobe, Alphabet, Uber, SoFi & Duolingo News

Table of Contents * 1. Adobe (ADBE) — Brief Earnings Snapshot (Review … * a. Results * b. Guidance & Valuation * c. Balance Sheet * 2.

News of the Week (December 2 - 6, 2024)

A large portion of the content from this week was already sent. In case you missed it: * Lululemon Earnings Review.

Portfolio Updates

Lululemon Earnings Review

“Third quarter results, which exceeded our expectations, demonstrate the ability of our teams to be agile in a dynamic operating

Uber News

Waymo is expanding to Miami early next year. Unfortunately, Waymo plans to use Moove for fleet management and its own

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

Portfolio Updates

Zscaler Earnings Review

Table of Contents * a. Zscaler 101 * b. Demand * c. Profits & Margins * d. Guidance & Valuation * e. Call & Release

News of the Week (November 25 - 29, 2024)

I hope you’re all having a great holiday and weekend. In case you missed it, I posted a CrowdStrike

Stock Market Nerd Offer

Special Promo for Churned Subscribers

CrowdStrike Earnings Review with WorkDay & Dell Earnings Snapshots

Table of Contents * 1. Dell & Workday — Brief Earnings Snapshots * a. Dell * Results: * Balance Sheet: * Guidance & Valuation: * b. Workday

News of the Week (November 18 - 22)

Table of Contents * 1. Amazon (AMZN) – Anthropic & More * 2. Alphabet (GOOGL) – Antitrust & More * 3. Palo Alto (PANW) – Earnings

Portfolio Updates

Nvidia, Snowflake & Sea Limited Earnings + Lemonade Investor Day

1. Sea Limited (SE) – Earnings Review a. Demand * Beat gross merchandise value (GMV) estimates by 2%. Missed active user metrics

Portfolio & Uber Update

News of the Week (November 11 - 15, 2024)

More content from this week: * Nu & Disney Earnings Reviews. * Shopify Earnings Review, & some Block Coverage Catch-up. * Portfolio Update

Nu & Disney Earnings Reviews

Table of Contents * 1. Disney (DIS) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Guidance &

Shopify Earnings Review, Block Catch-Up & a Lengthy Earnings Round-Up

Table of Contents * 1. Block Shareholder Letter * 2. Earnings Round-Up – On Running (ONON), Cava, Se … * a. On Running (ONON) * b.

Portfolio Update

News of the Week (November 4 - 8, 2024)

Most of this week’s content has already been sent. In case you missed it: * Airbnb, Datadog & The Trade

Airbnb, Datadog & The Trade Desk Earnings + Cloudflare & DraftKings Snapshots

Table of Contents * 1. Datadog (DDOG) — Earnings Review * Datadog 101: * a. Demand * b. Profits & Margins * c. Balance Sheet * d.

Duolingo, Celsius & Mercado Libre Earnings

Table of Contents * 1. Duolingo (DUOL) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. 4th Quarter

Portfolio Update

New Holding & Portfolio Update

Palantir & Hims Earnings Reviews

Digging into these two earnings reports.

News of the Week (October 28 - November 2, 2024)

Most of this week’s content has already been sent. Those sends included: 1. Amazon, Apple & Uber Earnings Reviews

Amazon, Apple & Uber Earnings Reviews + an Intel Snapshot

Table of Contents * 1. Uber (UBER) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Q4 Guidance

Portfolio Update

Some Adding

Meta & Microsoft Earnings Reviews + Lemonade, Coinbase & Robinhood Snapshots

Table of Contents * 1. Earnings Round-Up — Lemonade, Robinhood & Coinb … * a. Lemonade (LMND) * b. Coinbase (COIN) * c. Robinhood (HOOD) * 2.

AMD, Alphabet, Visa & TransMedics Earnings Coverage

Table of Contents * 1. Quick Earnings Snapshots – Visa (V) & TransMedi … * a. Visa * b. TransMedics (TMDX) * 2. AMD (AMD) – Earnings

SoFi & PayPal Earnings Reviews

Digesting the results of two popular fintechs

Earnings Season Subscription Discounts

Access lower rates on Stock Market Nerd Plus & Max.

Remaining News of the Week (October 21-25, 2024)

Table of Contents * 1. Earnings Snapshots – Enphase (ENPH); IBM; Lam R … * a. Enphase * b. IBM * c. Lam Research * d. Deckers

Tesla & ServiceNow Earnings Reviews

Digesting these two important earnings reports.

Starbucks Pre-Announcement

Coverage of the Coffee Titan's preliminary quarterly results.

News of the Week (October 14 - 18, 2024)

American Express; Bank of America; Disney; Starbucks; ASML; Intuitive Surgical; SentinelOne; SoFi; Sell-Side Notes; Headlines; Macro

Portfolio Update & Earnings Season Preview

Working through some portfolio management thoughts as we enter the busy season.

Netflix & Taiwan Semiconductor Earnings Reviews

Digesting the results of these two large caps.

SoFi Deep Dive

Detailing the business model, prospects and risks of a banking disruptor.

News of the Week (October 7 - 11, 2024)

Amazon; Alphabet; Celsius; Tesla; Piper Sandler Teen Survey; SoFi; JP Morgan; Cloudflare; Headlines; Macro

News of the Week (September 30, October 4, 2024)

Nike; Tesla; Sell-Side Notes; EBIT Comp Sheets; Hims; Amazon; Nu; SoFi; Headlines; Macro

News of the Week (September 23 - 27, 2024)

SoFi; Duolingo; Micron; Meta; Visa; Uber; Nu; Lemonade; Market Headlines; Macro

Portfolio Update

Trim

News of the Week (September 16 - 20, 2024)

Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro

Progyny 8-K

Strike 3, You're Out

Portfolio Update & Rate Cut Thoughts

Digesting the Fed statement, some thoughts on dovish policy and a portfolio update.

News of the Week

Search King; ZScaler; SentinelOne; Uber; Microsoft; Credit & Bank Interviews; Adobe; Macro

Mid-Week News

Shopify; Celsius; Starbucks; Airbnb; MercadoLibre; Nvidia

Portfolio Update

Mid-Week News

PayPal, Amazon & SoFi CEO Interviews; Oracle Earnings Snapshot

Stock Market Nerd Annual Subscription Discount

Discounts

News of the Week (September 3 - 6)

Broadcom; Samsara; Amazon; Celsius; CrowdStrike; DraftKings; Microsoft; Shopify; Macro; Headlines

Portfolio Update

Some Changes

Zscaler, Okta & Gitlab Earnings + Nvidia News

Mid-Week News

(Rest of) News of the Week (August 26-30)

MongoDB; Okta; Marvel; Headlines; Macro

Salesforce & Lululemon Earnings Reviews, Earnings Roundup, PayPal, SoFi, Progyny & Meta News & a Portfolio Update

Mid-Week News

Nvidia, CrowdStrike & SentinelOne Earnings Reviews

Exploring the results of these three companies

Portfolio Update

New transactions, my updated holdings & my performance vs. benchmarks.

News of the Week (August 19-23)

Workday; Intuit; Bill; Cava; Uber; SentinelOne; CrowdStrike; Amazon; Headlines; Macro

Snowflake Earnings, Palo Alto Earnings, Jobs Revision & PayPal News

Mid-week news update.

News of the Week (August 12 - 16)

Global-E; Adyen; Applied Materials; Datadog; Walmart; On Running; PayPal; Lululemon; CrowdStrike; Market Headlines; Macro

Your Annual Stock Market Nerd Discount Ends Tomorrow

Happy Thursday, fellow Nerds. I hope you’re having a nice week. We’ve noticed that you’re a free

Nu, Block & Sea Limited Earnings; Starbucks, Search King, DraftKings & Progyny News

Mid-Week News

Annual Tier Stock Market Nerd Discounts End Tomorrow

Lock in your price & savings today.

News of the Week (August 5 - 9)

Robinhood; Super Micro; Axon; JFrog; ELF; Celsius; Progyny; Amazon; SoFi; Starbucks; SentinelOne; Headlines; Macro

The Trade Desk, Datadog & Duolingo Earnings Reviews

Exploring the results of these three companies.

Shopify & Disney Earnings Reviews

Digging into the results of these two firms.

Airbnb, Celsius, Uber & Progyny Earnings Reviews

Exploring the results for these 4 companies

Palantir, Hims & AMD Earnings Reviews

Exploring the Results of these Three Companies

Portfolio Update

More Buying

News of the Week (July 29 - August 2)

AMD; Block; Intel; Cloudflare; Mercado Libre; DraftKings; Uber; Headlines; Macro

Portfolio Update -- More Buying

Apple, Amazon & DraftKings Earnings Coverage

Exploring the results of these three companies

Portfolio Update

Accumulating More Shares of Existing Positions

Meta, Lemonade & Mastercard Earnings + Fed Statement Review

Digesting 3 earnings reports & Today's Fed Press Conference

Microsoft (MSFT) & Starbucks (SBUX) -- Earnings Reviews

Exploring the results of these blue chips.

SoFi & PayPal Earnings Reviews

Exploring the results of these two fintechs.

News of the Week (July 22 - 26)

Visa; Amazon; PayPal; Enphase; ServiceNow; Chipotle; Disney; Duolingo; CrowdStrike; Alphabet; Meta; Market Headlines; Macro Data

Portfolio Update

A Large Trim

Portfolio Update

Some Adding

Tesla, Google and Spotify Earnings Reviews

1. Alphabet (GOOGL) — Earnings Review a. Demand * Beat revenue estimates by 0.5%. Foreign exchange neutral (FXN) revenue growth was

Tesla, Google & Spotify Earnings Reviews

Exploring the results of these three firms.

Portfolio Update With a New Holding (Max)

News of the Week (July 15 - 19)

Amazon; Meta; Bank of America; Nu; American Express; Intuitive Surgical; Market Headlines; Macro

More Thoughts on CrowdStrike (CRWD) & A New Investment Case

Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday

CrowdStrike Breach & Portfolio Update (New Position)

Table of Contents * 1. CrowdStrike News * How I’m Handling the Position: * 2. A New Holding 1. CrowdStrike News Early

Netflix & Taiwan Semi Earnings Reviews

Exploring the results of two global large caps.

News of the Week (July 8 - 12)

JP Morgan; Delta; SoFi; Pepsi; Uber; Amazon; Starbucks; Headlines; Macro

Portfolio Updates & Mindset

An updated view of the portfolio & plans

News of the Week (July 1 - 5)

Tesla; Comp Sheets; Mercado Libre & Nu; DraftKings & Flutter; Meta; Microsoft; Headlines; Macro

Nu Deep Dive

A Complete and Condensed View of the Latin American Banking Disruptor

News of the Week (June 24 - 28)

Nike; Datadog; Nu; Hims; Nvidia; Micron; Amazon; Meta & Apple; Shopify; Progyny; Headlines; Macro

Earnings Season Menu & a Special Discount

Greetings fellow investment Nerds! Earnings season is back and will be as busy as ever. Over the next several weeks,

News of the Week (June 17 - 21)

DraftKings; Flutter; Netflix; Disney; Datadog; Amazon; Meta; Shopify; Lemonade; The Trade Desk; EBIT Comp Sheet; Headlines; Macro

Portfolio Update

Portfolio Update -- Trims & Adds

Starbucks Investment Case

a condensed view of the coffee giant's prospects

News of the Week (June 11 - 15)

Broadcom; Adobe; SoFi; Okta; AMD; American Express; Progyny; Market Headlines; Powell Press Conference & Macro

Portfolio Update -- New Position

Mid-Week Apple Event, Earnings & Conference News

Apple; Oracle; PayPal; Celsius; Coinbase

News of the Week (June 3 - 7)

Snowflake; Starbucks; Nvidia; PayPal; SentinelOne; Robinhood; CrowdStrike; Disney; Gitlab; Samsara; Headlines; Macro

Portfolio Update (Max)

Updated Holdings & Plans

This Month's Menu & Extended Annual Discounts

Greetings free Nerd subscribers, I hope you had a great week. This weekend’s article is packed with information including:

Mid-Week Earnings & Conference Coverage

Table of Contents * 1. MongoDB (MDB) – Earnings Review * 2. Airbnb (ABNB) — Investor Conference * 3. Lululemon (LULU) — Earnings Review * 4. Zscaler

CrowdStrike (CRWD) Earnings Review

Exploring the Results of This Cybersecurity Disruptor.

Portfolio Update -- CrowdStrike

Plans for this position heading into earnings.

Apologies from this Nerd

You Haven't Been Getting Our Content

News of the Week (May 27 -31)

Salesforce; Cava; SentinelOne; Zscaler; Okta; UiPath; Dell; MongoDB; Meta; Amazon; Nu; PayPal; Draftkings & Flutter; Lululemon; Market Headlines; Portfolio & Transactions

Portfolio Updated (Growing Pains)

Portfolio Addition

My Transaction From This Morning

Stock Market Nerd Subscribers – Attention Requested

Greetings fellow Nerds, As previously announced, this week’s article will be the first under the new paywalled format. If

News of the Week (May 20 - 24)

Table of Contents * 1. Snowflake (SNOW) — Earnings Review * Snowflake 101: * a. Demand * b. Profits & Margins * c. Balance Sheet * d.

Nvidia (NVDA) Earnings Review

Exploring the strong results of the chip king.

News of the Week (May 13 - 17)

Nu; Uber; Disney; Netflix; Trade Desk; Magnite; Alphabet; Sea Limited; Alibaba; Walmart; Progyny; Amazon; Starbucks; Duolingo; Lululemon; CrowdStrike; SoFi; Snowflake; Headlines; Macro; My Portfolio

Company-Specific Analysis

A format where I plan to explore stocks in great detail.

News of the Week (7/12 - 7/16)

Nano X Imaging; Tattooed Chef; Penn National Gaming; Boeing; Cannabis; Teladoc Health; Microsoft; Facebook

Duolingo Deep Dive

All there is to know about this upcoming IPO.

The Trade Desk Deep Dive

The ins and outs of this fascinating company.

News of the Week (July 26-30)

Microsoft, Facebook and Boeing earnings; Upstart; CuriosityStream; Penn National Gaming; Duolingo

News of the Week (7/19 - 7/23)

Teladoc Health; Ayr Wellness; Duolingo; Butterfly; Lemonade; JFrog; Upstart; Tattooed Chef

The American Cannabis Regulatory Environment

A detailed look into the implications of cannabis politics.

Lemonade 2nd Quarter Earnings Review

Dissecting this insurnace company's quarterly report.

Teladoc Health Q2 2021 Earnings Review

A detailed look into Teladoc's 2nd quarter

News of the Week (August 2-6)

Progyny, REVOLVE, Penn National and JFrog earnings reviews; GoodRX; CuriosityStream; Upstart/SoFi; Cannabis Sales Record; Butterfly; Duolingo; The Week Ahead

The Trade Desk 2nd Quarter Earnings Review

Breaking down this ad-tech company's results.

Butterfly & Nanox Q2 Earnings Reviews

Exploring the reports of 2 medical imaging disruptors.

SoFi Q2 2021 Earnings Review

Digesting this disruptor's quarterly results.

Upstart 2nd Quarter Earnings Review

A detailed look into this report.

Olo Q2 2021 Earnings Review

Exploring the results of this disruptor.

Cresco Labs and Green Thumb Q2 Earnings Reviews

Dissecting the results of these 2 Multi-State Operators.

Planet Fitness Second Quarter Earnings Review

Breaking down the results of this gym chain.

News of the Week (August 9-13)

CuriosityStream, Duolingo, GoodRx and Tattooed Chef Earnings Reviews; Final Upstart Notes; Barstool Sportsbook Expansion; Teladoc + CVS

Ozon Second Quarter 2021 Earnings Review

Digging into this Russian e-commerce giant's results.

News of the Week (August 16-20)

Progyny; Ayr Wellness; Duolingo; Upstart; Cresco Labs; Lemonade; My Activity

News of the Week (August 23-27)

Upstart; CuriosityStream; CrowdStrike; Microsoft; Ayr Wellness; Penn National Gaming; Apple's Change; REVOLVE; My Activity; The Week Ahead

CrowdStrike Second Quarter Earnings Review

Digging into the results of this cybersecurity disruptor.

News of the Week (August 30-September 3)

Upstart; CrowdStrike; Lemonade; Olo; REVOLVE; Apple's Change; Ayr Wellness; Green Thumb; CuriosityStream

News of the Week (September 13-17)

GoodRx; Progyny; Olo; SoFi Technologies; JFrog; Tattooed Chef; Lemonade; Microsoft; Apple App Store; REVOLVE; Green Thumb Industries; My Activity

Olo Deep Dive

A detailed exploration into this software business.

News of the Week (September 6 - 10)

CrowdStrike; SoFi Technologies; Upstart; Penn National Gaming; Facebook; CuriosityStream; GoodRx; JFrog

News of the Week (September 27-October 1)

Teladoc Health; SoFi Technologies; GoodRx; Nanox; The Trade Desk & CrowdStrike; Penn National Gaming; Cresco Labs; Ayr Wellness; Microsoft; Facebook

Post Earnings Season Portfolio Update

A review of my holdings, performance and plan.

Progyny Deep Dive

A close look inside this fertility benefits disruptor.

News of the Week (September 20-24)

CrowdStrike; Upstart; The Trade Desk; Facebook; GoodRx; American Cannabis; Cresco Labs; Ayr Wellness; Butterfly Networks; JFrog

News of the Week (October 4-8)

Upstart; CrowdStrike; SoFi Technologies; Teladoc Health; Butterfly Network; Facebook; Penn National Gaming; JFrog; Cannabis; Microsoft; Progyny; My Activity

Teladoc Health Earnings Review

A detailed exploration into this company's 3rd quarter.

News of the Week (October 11-15)

CrowdStrike; The Trade Desk; Upstart; GoodRx; Ayr Wellness; Progyny; American Cannabis News; Personal Stock Picking Update; My Activity

News of the Week (October 18-22)

Upstart; Olo; The Trade Desk; SoFi Technologies; Butterfly Network; Facebook; Ozon; Google App Store; My Activity

News of the Week (November 1-5)

Progyny; REVOLVE; Penn National Gaming; JFrog; Planet Fitness; CrowdStrike; Nanox; The Trade Desk; SoFi Technologies; Lemonade; Olo; Workplace Awards; Cannabis

News of the Week (October 25-29)

Microsoft; Facebook; Boeing; Upstart; CrowdStrike; The Trade Desk; Tattooed Chef; REVOLVE Group; Nanox; Cannabis News; My Activity

The Trade Desk Earnings Review

Exploring this disruptor's quarterly results.

Lemonade Earnings + M&A Reviews

An overview of this insurance disruptor's latest news.

Upstart Earnings Review

A detailed summary of Upstart's quarterly report.

News of the Week (November 8-12)

GoodRx; Olo; Duolingo; CuriosityStream; Green Thumb; Cresco Labs; Upstart; Tattooed Chef; Penn National Gaming; Ozon; Ayr Wellness; My Activity

SoFi Technologies Earnings Review

A look into this FinTech company's quarterly report.

News of the Week (November 30 - December 3)

SoFi Technologies; CrowdStrike; GoodRx; Teladoc Health; Nanox; JFrog; Revolve; Boeing; Tattooed Chef; My Activity

News of the Week (December 6-10)

Upstart; CrowdStrike; GoodRx; Revolve Group; The Trade Desk; CuriosityStream; Cannabis News; My Activity

News of the Week (November 15-19)

Nanox; Ozon; Tattooed Chef; Upstart; SoFi Technologies; Teladoc Health; Olo; Butterfly; GoodRx; The Trade Desk; The Boeing Company; Cannabis; My Activity

CrowdStrike Earnings Review

Diving into the Results of this Cybersecurity Disruptor.

News of the Week (November 22-26)

Upstart; Lemonade; Ayr Wellness; CuriosityStream; Cannabis; A Note on Macro; My Activity

News of the Week (December 13-17)

Teladoc Health; SoFi Technologies; Olo; CuriosityStream; CrowdStrike; Lemonade; Duolingo; Meta Platforms; JFrog; Nanox; The Fed & Macro; Cannabis News; My Activity

GoodRx Deep Dive

A detailed exploration into this fascinating innovator.

Quarterly Portfolio Summary

A detailed look into my investments and approach.

News of the Week (December 20-23)

SoFi Technologies; Ayr Wellness; CuriosityStream; Tattooed Chef; The Boeing Company; Ozon; Cannabis News; My Activity

News of the Week (December 27-31)

Happy New Year!

News of the Week (January 10-14)

CrowdStrike; Upstart; Teladoc Health; Olo; GoodRx; Progyny; JFrog; Ayr Wellness + Cresco; The Boeing Company; My Activity

News of the Week (January 3-7)

SoFi Technologies; Upstart; Green Thumb Industries; The Boing Company; Microsoft & Planet Fitness; Cannabis News; My Activity

News of the Week (January 17-21)

PayPal Holdings; SoFi Technologies; Upstart; Olo & Revolve; Cannabis News; My Activity

Upstart Deep Dive

A detailed exploration of this loan augmenter.

News of the Week (January 31 - February 4)

Match Group; Meta Platforms; PayPal Holdings; Penn National Gaming; SoFi Technologies; The Trade Desk; The Boeing Company; Teladoc Health; Ozon; Cannabis News; My Activity

News of the Week (February 7-11)

Upstart; GoodRx; SoFi Technologies; The Trade Desk; Teladoc Health; PayPal Holdings + Duolingo; Lemonade; JFrog; Cannabis News; My Activity

News of the Week (January 24-28)

GoodRx; Upstart; Penn National Gaming; Ozon; The Boeing Company; CrowdStrike; Cannabis; The Fed; My Activity

Upstart Q4 2021 Earnings Review

Digging into this firm's results.

News of the Week (February 22-25)

Upstart; SoFi Technologies; Lemonade; Olo; Revolve Group; Teladoc Health; Ozon; Cannabis News; My Activity

News of the Week (February 14-18)

Upstart; CrowdStrike; The Trade Desk; Teladoc Health; JFrog; PayPal Holdings; Meta Platforms; The Boeing Company; Cannabis News; My Activity

The Trade Desk Q4 2021 Earnings Review

Digging into this disruptor's results.

Teladoc Health Q4 2021 Earnings Review

Digesting the results of this telehealth company.

CrowdStrike Earnings Review

Digging into this company's elite results.

News of the Week (March 7-11)

Upstart; PayPal Holdings; SoFi Technologies; Revolve Group; GoodRx; JFrog; Teladoc Health; Meta Platforms; CrowdStrike; The Trade Desk; My Activity (With a Portfolio Change)

News of the Week (February 28 - March 4)

Progyny; Duolingo; GoodRx; Green Thumb; CrowdStrike; PayPal; The Trade Desk; SoFi Technologies; Ozon; Tattooed Chef; My Activity

SoFi Technologies Q4 2021 Earnings Review

Exploring this disruptor's strong results.

News of the Week (April 4-8)

CrowdStrike; SoFi Technologies; Upstart; Penn National Gaming; PayPal Holdings; Match Group; Meta Platforms; The Boeing Company; Duolingo; Nanox; My Activity

News of the week (March 14-18)

The Trade Desk; Progyny; Revolve Group; Match Group; SoFi Technologies; GoodRx; Ayr Wellness; Nanox; Tattooed Chef; The Boeing Company; Fed Highlights; My Activity

News of the Week (March 28 - April 1)

CrowdStrike; Upstart; Meta Platforms; SoFi Technologies; PayPal Holdings; JFrog; Nanox; The Boeing Company; A Note on Yield Curve Inversions; Miscellaneous (Olo & Ayr); My activity

News of the Week (March 21-25)

The Trade Desk; Upstart; Meta Platforms; SoFi Technologies; Cresco Labs; JFrog; CuriosityStream; The Boeing Company; Market Talk; A Note on American Cannabis; My Activity

Quarterly Portfolio & Investing Update

A current overview of my portfolio, my approach, and my plans for each holding.

News of the Week (April 11-15)

CrowdStrike; Teladoc Health; The Trade Desk; Meta Platforms; PayPay Holdings; SoFi Technologies; Progyny; Match Group; The Boeing Company; CPI; Cannabis News; My Activity

News of the Week (May 2-6)

Progyny; Match Group; Penn National Gaming; Revolve Group; Green Thumb; Shopify; Upstart; CrowdStrike; The Trade Desk; Meta Platforms; SoFi Technologies; Duolingo; Macro; My Activity

News of the Week (April 18-22)

The Trade Desk; Upstart; Progyny; SoFi Technologies; PayPal Holdings; Match Group; Meta Platforms; Duolingo; The Boeing Company; Cannabis News; My Activity

PayPal Q1 2022 Earnings Review

Exploring the Results of This Global Payments Titan.

Meta Platforms Q1 2022 Earnings Review

Exploring the Results of This Social Media Giant.

News of the Week (April 25-29)

Teladoc Health; The Trade Desk; CrowdStrike; Revolve Group; Upstart; The Boeing Company; SoFi Technologies; Match Group; Duolingo; PayPal Holdings; Olo; Nanox; Cannabis News; Random Notes; My Activity

Upstart Q1 2022 Earnings Review

Exploring the results of this young disruptor.

SoFi Technologies Q1 2022 Earnings Review

A condensed overview of this firm's quarterly results.

News of the Week (May 23-27)

The Trade Desk; CrowdStrike; SoFi; PayPal; Meta Platforms; Progyny; JFrog; Olo; Macroeconomics; Cannabis News; My Activity

News of the Week (May 9-13)

The Trade Desk; Duolingo; JFrog; Olo; Lemonade; GoodRx; Meta; Upstart; CrowdStrike; Cannabis; Macro, 2022 & My Activity

News of the Week (May 16-20)

Meta Platforms; Upstart Holdings; PayPal Holdings; Progyny; Match Group; Cresco Labs; SoFi Technologies; Olo; CrowdStrike; Nanox; Macro; My Activity

CrowdStrike First Quarter Earnings

Exploring the results of this endpoint disruptor.

News of the Week (June 6-10)

CrowdStrike; SoFi; Progyny; Revolve; PayPal; Olo; Upstart; JFrog; The Trade Desk; Duolingo; GoodRx; Shopify; Macro; Cannabis; My Activity

News of the Week (May 31 - June 3)

Shopify; Match; The Trade Desk; Meta; Upstart; SoFi; CrowdStrike; Olo; Macro; Cannabis; My Activity

News of the Week (June 13-17)

PayPal; Duolingo; Meta Platforms; Upstart; The Trade Desk; Lemonade; Macro; Cannabis News; My Activity

News of the Week (June 20-24)

The Trade Desk; Meta; Match; CrowdStrike; Upstart; Olo; Progyny; SoFi; Shopify; Macro; Cannabis news; My Activity

News of the Week (June 27th - July 1st)

Lululemon; Meta Platforms; CrowdStrike; PayPal; Upstart; Olo; SoFi; Penn National Gaming; Macro; Cannabis; My Activity

Quarterly Portfolio Update

My current portfolio and plans for each holding.

News of the Week (July 4th - 8th)

Meta Platforms; Upstart; SoFi; Lululemon; The Trade Desk; Duolingo; Olo; Shopify; Macro; Cannabis; My Activity

News of the Week (July 25-29)

CrowdStrike; The Trade Desk; Shopify; Progyny; Lemonade; PayPal; Upstart; SoFi; Lululemon/Revolve; Match Group; Olo; JFrog; CHIPS Bill; Macro; My Activity

News of the Week (July 11-15)

The Trade Desk; CrowdStrike; Match; Duolingo; Olo; Penn; SoFi; Lululemon; JFrog; Lemonade; Plaid; Macro; Cannabis; My Activity

News of the Week (July 18 - 22)

The Trade Desk; Shopify; CrowdStrike; Meta; Lululemon; PayPal; Upstart; Match; Duolingo; GoodRx; Macro; Cannabis; My Activity

Meta Platforms Q2 Earnings Review

Exploring the results of this bellwether.

PayPal Deep Dive

A complete exploration of this company, its prospects and risks.

SoFi Q2 2022 Earnings Review

Exploring the results of this banking disruptor.

News of the Week (August 1st - 5th)

Progyny; Duolingo; Green Thumb; Match; Revolve; JFrog; Penn; Meta; Lemonade; The Trade Desk; Shopify; Macro; My Activity

PayPal Holdings Q2 2022 Earnings Review

Exploring the Results of This Global Payments Titan

Upstart Q2 2022 Results

Exploring the results of this lending facilitator.

News of the Week (August 8-12)

Lemonade; Olo; Duolingo; CrowdStrike; SoFi; Lululemon; Meta Platforms; Match; GoodRx; Macro; Cannabis; My Activity

News of the Week (August 15-19)

CrowdStrike; Upstart; Shopify; The Trade Desk; Duolingo; SoFi; Penn National Gaming; Meta Platforms; Cresco Labs; Nanox; Macro; Cannabis; My Activity

The Trade Desk Q2 2022 Earnings Review.

Exploring the Results of this Advertising Augmenter.

News of the Week (August 22-26)

SoFi; The Trade Desk; Duolingo; Penn Entertainment; PayPal; CrowdStrike; Upstart; Meta; Olo; Shopify; Match; Ozon; Macro; My Activity

News of the Week (August 29th - September 2nd)

Lululemon; Meta; SoFi; Shopify; The Trade Desk; Upstart; Revolve; Cresco Labs; Olo; Macro; My Activity

CrowdStrike Fiscal Q2 2023 Earnings Review

Exploring the results of this cybersecurity disruptor.

News of the Week (September 5th - 9th)

The Trade Desk; Shopify; Lemonade; Match Group; PayPal Holdings; Olo; Upstart; Meta; Penn; Progyny; CrowdStrike; SoFi; Cresco Labs; Macro

Quarterly Portfolio Summary

An Update on My Holdings, Process & Plans

News of the Week (September 12th - 16th)

SoFi; Shopify; PayPal; Duolingo; Revolve; Match Group; Progyny; Upstart; The Trade Desk; Penn Entertainment; CrowdStrike; Meta Platforms; Macro; My Activity

News of the Week (October 3-7)

The Trade Desk; CrowdStrike; PayPal; Lemonade; Duolingo; Upstart; Shopify; Penn Entertainment; Green Thumb; Meta Platforms; Cannabis; Macro; My Activity

News of the Week (October 10th - 14th)

Meta Platforms; CrowdStrike; SoFi; PayPal; The Trade Desk; Penn Entertainment; Lululemon; Olo; Upstart; Green Thumb; Macro; My Activity

News of the Week (September 19-23)

CrowdStrike; Shopify; SoFI; PayPal; Duolingo; Meta Platforms; Nanox; Cannabis; Macro; My Activity

News of the Week (September 26-30)

CrowdStrike; The Trade Desk; Meta Platforms; Lululemon; Shopify; SoFi; PayPal; Nanox; Match Group; Macro; My Activity

News of the Week (October 17-21)

The Trade Desk; SoFi; PayPal; Meta Platforms; Upstart; Progyny; Lemonade; JFrog; Penn Entertainment; Nanox; Match; Market News; Macro; My Activity

Meta Platforms Q3 2022 Earnings Review

Digging into the results of this struggling social media giant.

News of the Week (October 24 - 28)

SoFi; CrowdStrike; Upstart; PayPal; Shopify; Meta Platforms; Olo; Cannabis; Macro; My Activity

Shopify Q3 2022 Earnings Review

Diving into the results of this retail operating system.

SoFi Q3 2022 Earnings Review

Digging into this firm's flawless quarter.

News of the Week (October 31 - November 4)

PayPal; Progyny; Penn Entertainment; JFrog; Revolve; Match; Meta; Shopify; Upstart; Cresco Labs; Macro; My Activity

Upstart Q3 2022 Earnings Review

A dive into this struggling credit innovator's expectedly poor results.

The Trade Desk Q3 2022 Earnings Review

Exploring the impressive results of this advertising disruptor.

News of the Week (November 7-11, 2022)

Duolingo; Lemonade; Olo; SoFi; The Trade Desk; Meta Platforms; Shopify; Nanox; FTX Ripple Effect; Cannabis; Macro; My Activity

News of the Week (November 18-22)

Lemonade; SoFi; PayPal; Progyny; Shopify; CrowdStrike; Meta Platforms; Olo; Penn; Cresco Labs; Ozon; Macro; My Activity

News of the Week (November 21 - 25)

SoFi; Shopify; Lululemon; Revolve; Olo; Cannabis; Macro; My Activity

CrowdStrike Fiscal Year Q3 2023 Earnings Review

Digging into the results of this security disruptor.

News of the Week (November 28 - December 2)

Shopify; Lululemon; PayPal; SoFi; CrowdStrike; Meta; Progyny; Revolve; Olo; Upstart; Duolingo; Market Earnings; Cannabis; Macro; My Activity

Responding to the Progyny Short Report

My Take on the Short Report Published Today.

News of the Week (December 5 - 9)

Lululemon; PayPal; CrowdStrike; SoFi; Meta Platforms; Progyny; Match Group; JFrog; Olo; Cannabis; Macro; My Activity

News of the Week (December 12 - 16)

Airbnb; SoFi; Meta; Lemonade; Match/Duolingo; Shopify; The Trade Desk; PayPal; CrowdStrike; Macro; My Activity

News of the Week (December 19-23)

SoFi; Airbnb; CrowdStrike; Duolingo; Meta; Olo; Cannabis; Macro; My Activity

News of the Week (Happy New Year!)

Happy New Year Friends

News of the Week (January 2 - 6)

Shopify; SoFi; The Trade Desk; Airbnb; CrowdStrike; PayPal; Meta Platforms; Macro; My Activity

News of the Week (January 16-20)

Shopify; CrowdStrike; PayPal; Meta Platforms; Match; Olo; Upstart; Lululemon; Cresco Labs; Around the Market; Macro; My Activity

News of the Week January 9-13

Progyny; Shopify; JFrog; CrowdStrike; Lululemon; PayPal; Meta; Match; Olo; Earnings Snapshots; Macro; My Activity

News of the Week (January 23 - 27)

The Trade Desk; Meta Platforms; Shopify; Airbnb; SoFi; PayPal; Olo; Match Group; Market Earnings -- Microsoft, Tesla, Visa, ServiceNow & More; Macro; My Activity

SoFi Q4 2022 Earnings Review

Digesting this disruptor's results

Meta Platforms Q4 2022 Earnings Review

Digging into the results of this social media titan.

News of the Week (Jan 30 - Feb 3)

Meta; Shopify; Match Group; Lululemon; PayPal; Upstart; SoFi; Apple; Google; Amazon; AMD; Starbucks; Macro; My Activity

News of the Week (February 6 - 10)

PayPal; JFrog; Progyny; Shopify; Airbnb; CrowdStrike; Olo; Upstart; Chipotle; Fortinet; Uber; Disney; Cloudflare; Macro; My Activity

Airbnb Q4 2022 Earnings Review

Digging into the results of this disruptor.

Upstart Q4 2022 Earnings Review

Digesting the results of this polarizing credit innovator.

News of the Week (February 13 - 17)

The Trade Desk; Meta; PayPal; Lemonade; Datadog; Palantir; Applied Materials; Roblox; Macro; My Activity

Shopify Q4 2022 Earnings Review

Exploring the results of this commerce disruptor.

News of the Week (February 27 - March 3)

Duolingo; Progyny; SoFi; PayPal; CrowdStrike; Meta Platforms; Upstart; Cresco Labs; Snowflake; Salesforce; Zscaler; Hims; Visa; Macro; My Activity

News of the Week (February 20 - 24)

Uber; Shopify; Lemonade; PayPal; Meta Platforms; Revolve; Olo; Palo Alto Networks; Nvidia; Mercado Libre; Block; Walmart; Booking Holdings; Macro; My Activity

CrowdStrike Fiscal Q4 2023 Earnings Review

Exploring the results of this cybersecurity disruptor.

News of the Week (March 6 – 10)

SoFi; Shopify; Meta; Uber; PayPal; Airbnb; Match; Visa/Mastercard/BofA; Sea Limited; Nanox; Olo; Macro; My Activity

News of the Week (March 20-24)

SoFi; Shopify; Meta Platforms; Block; PayPal; Progyny; Duolingo; Lemonade; Lululemon; Cresco Labs; Nike; Macro; My Activity

News of the Week (March 13 - 17)

Meta Platforms; Airbnb; SoFi; Uber; Progyny; PayPal; Match Group; Revolve; Adobe; SentinelOne; GitLab; Cresco Labs; Macro; My Activity

News of the Week (March 27-31)

Lululemon; SoFi; Block; Uber; CrowdStrike; Microsoft; Meta Platforms; Visa; Amazon; Apple; Progyny; Lemonade; Macro; My Activity

News of the Week (April 3 - 7)

CrowdStrike; Airbnb; The Trade Desk; SoFi; Tesla; Uber; PayPal; Piper Sandler Teen Survey; Alphabet; Progyny; Palantir; Olo; Macro; My Activity

News of the Week (April 10 - 14)

CrowdStrike; JP Morgan & Big Bank Earnings; The Trade Desk; Uber; Shopify; PayPal; Progyny; Airbnb; UnitedHealth; Alphabet; LVMH; Inmode; Apple; Amazon; Tesla; Upstart; Macro; My Activity

Payments Ecosystem 101

A summary of Payments in the Context of Shopify

News of the Week (April 17 - 21)

Airbnb; Uber; Lululemon; PayPal; The Trade Desk; Tesla; Netflix; Bank of America; Intuitive Surgical; Apple & SoFI; Datadog; Alphabet; Macro; My Portfolio

Shopify Deep Dive

Becoming an Expert on this Fascinating Disruptor.

Meta Platforms Q1 2023 Earnings Review

Digesting the Results of this Social Media Titan.

News of the Week (April 24 - 28)

CrowdStrike; SoFi; Shopify; Google; Microsoft; Amazon; CloudFlare; Visa; Mastercard; Chipotle; Upstart; Market Headlines; Macro; Portfolio

SoFi Q1 Earnings Review

Reviewing Yet Another Strong SoFi Quarter

Uber Q1 2023 Earnings Review

Breaking Down the Transportation Giant's Strong Results

News of the Week (May 1 - 5)

Airbnb; SoFi; Meta Platforms; Apple; AMD; Starbucks; Block; Lemonade; JFrog; Match; Mercado Libre; Fortinet; Revolve; Nanox; Macro; Portfolio

Shopify Q1 2023 Earnings Review

Digesting this Commerce Augmenter's Results

PayPal Q1 2023 Earnings Review

Digesting the Results of this Payments Giant.

Earnings Roundup -- The Trade Desk; Progyny; Duolingo; Upstart

Digging into the results of these holdings.

Airbnb Q1 2023 Earnings Review

Digging into the results of this travel disruptor.

News of the Week (May 8 - 12)

Olo; Revolve; Palantir; Celsius; Hims; Uber; Meta Platforms; PayPal & Match; Nanox; Alphabet; Mastercard; CrowdStrike; Macro; Portfolio

SoFi Downgrade

A Quick Response to the Wedbush Downgrade

News of the Week (May 15 - 19)

Sea Limited; Alibaba; The Home Depot; Walmart; More Earnings Highlights; PayPal; Progyny; Meta; Shopify; CrowdStrike; SoFi; Amazon; Uber; Macro Data; Portfolio

News of the Week (May 22 - 26)

SoFi; Nvidia; Snowflake; PayPal; JFrog; Match; Uber; Amazon; Meta; Nanox; Upstart; Palo Alto; Cresco Labs; Earnings Round-Up; Macro; Portfolio

New Amazon Position

A brief overview of this investment case.

CrowdStrike Earnings Review

Digging into the Results of this Disruptor.

News of the Week (May 30 - June 2)

SoFi; Salesforce; SentinelOne; Lululemon; Zscaler; Meta Platforms; Amazon; Progyny; Match Group; Earnings Round-Up; Macro; Portfolio

News of the Week (June 5 - 9)

Apple vs. Meta; SoFi; The Trade Desk; Amazon; CrowdStrike; Mastercard; Progyny; PayPal; Revolve; JFrog; GitLab; Uber; Macro; Portfolio

News of the Week (June 26 - 30)

Stock Comp Debate; Meta; Snowflake; Amazon; SoFi; Uber; Nike; Airbnb; Lemonade; Progyny; More Headlines; Macro; Portfolio

News of the Week (June 19 - 23)

PayPal; Shopify; Meta; SoFi; Amazon; Uber; Alphabet; Lemonade; Tesla; Match; Final Headlines; Macro; Portfolio

News of the Week (June 12 - 16)

SoFi; Revolve; Adobe; CrowdStrike; Shopify; Uber; Apple; Macro; Final Market Headlines; Portfolio

Have a Great Weekend

Hey friends! No article today as I took the week off to spend time with my family. I did make

News of the Week (July 10 - 14)

When to Sell; Meta; SoFi; Uber; Shopify; Microsoft; JP Morgan; UnitedHealth Group; Pepsi; Amazon; Upstart; Macro; Portfolio

Tesla & Netflix Q2 Earnings Reviews

Digesting two large cap earnings reports.

News of the Week (July 17 - 21)

Meta; Uber; Microsoft; Shopify; Taiwan Semi; Bank of America; American Express; Intuitive Surgical; Market Headlines; Macro; Portfolio

Meta Earnings Review

Working through the strong results of this mega cap tech name.

Microsoft & Google Earnings Reviews

Digesting the results of these two giants.

News of the Week (July 24-28)

Visa; Mastercard; ServiceNow; Chipotle; Spotify; Enphase Energy; Shopify; The Trade Desk; Amazon; SoFi; PayPal; CrowdStrike; Powell Press Conference; Portfolio; Next Week

SoFi Q2 2023 Earnings Review

Exploring the Results of this Banking Disruptor

Uber Q2 2023 Earnings Review

Digesting the results of this Transportation Disruptor

Shopify & PayPal Q2 Earnings Reviews

Digesting the results of these e-commerce & payments players.

Amazon & Airbnb Earnings Reviews

Exploring the results of these giant marketplaces

News of the Week (July 31 - August 4)

Match; JFrog; Lemonade; Progyny; Apple; AMD; MercadoLibre; Cloudflare; Block; DraftKings; Fortinet; Portfolio

The Trade Desk & Revolve Earnings Reviews

Digesting the results of two core holdings.

News of the Week (August 7-11)

Duolingo; Upstart; Disney; Palantir; Datadog; Celsius; Axon; Twilio; Hims; PayPal; Uber; Amazon; Macro; Portfolio

News of the Week (August 14 - 18)

PayPal; Sea Limited; Bill.com; Cresco Labs; Nanox; Earnings Round-up; The Trade Desk; Disney; SoFi; Amazon; Meta Platforms; 13F Season; Macro; Portfolio

Nvidia & Snowflake Earnings Reviews

Digesting the results of these two important technology companies.

News of the Week (August 21 - 25)

Earnings Roundup; Disney; Shopify; CrowdStrike; Progyny; Meta; Amazon; PayPal; SoFi; Macro; Portfolio

CrowdStrike FY Q2 2024 Earnings Review

Digesting the strong results of this cybersecurity disruptor.

News of the Week (August 28 - September 1)

Lululemon; Salesforce; Okta; SentinelOne; Earnings Round-Up; Shopify; The Trade Desk; Amazon; SoFi; Disney; Macro; Portfolio

News of the Week (September 11 - 15)

PayPal; Disney; Amazon; JFrog; Earnings; Netflix; Revolve; Market Headlines; Macro; My Portfolio

News of the Week (September 4 - 8)

SoFi; Uber; Match; PayPal; Shopify; Airbnb; Earnings Roundup; Meta; Disney; Macro; Portfolio

News of the Week (September 18-22)

CrowdStrike; Disney; Airbnb; Meta; Uber; Amazon; SoFi; Match; Consumer Health Data; Noisy Fed Meeting; Macro; My Portfolio

Disney Investment Case

Exploring the prospects & risks of my newest holding.

News of the Week (September 25 - 29)

Meta; Amazon; Uber; Costco; Nike; PayPal; Shopify; Lululemon; Final Headlines; Macro; My Portfolio

News of the Week (October 2 - 6)

Disney; Meta; Uber; SoFi; Amazon; Airbnb; PayPal; Nanox; Key Market News; Macro; Portfolio

News of the Week (October 9 - 13)

Duolingo; Upside Potential; Disney; Amazon; Lululemon; Big Bank Earnings; Macro; My Portfolio

Tesla & Netflix Earnings Reviews

Digesting the results of these two giants.

News of the Week (October 16-20)

Taiwan Semi; Intuitive Surgical; Duolingo; Disney; SoFi; Apple; Nvidia; SolarEdge; Shopify; Amazon; The Trade Desk; CrowdStrike; SentinelOne; Visa; Mastercard; PayPal; Macro; Portfolio

Microsoft & Google Earnings Reviews

Digesting the results of these two titans.

Meta Earnings Review

Exploring the results of this social media giant.

Amazon Earnings Review

Dissecting the results of this cloud & logistics titan.

News of the Week

Visa; Mastercard; ServiceNow; Enphase; Spotify; Intel; Chipotle; Verizon; Airbnb; JFrog; Disney; Global Fintech Chaos; Market Headlines from Uber, CrowdStrike, Match, Shopify, PayPal; Macro; Portfolio

SoFi Earnings Review

Exploring the results of this banking disruptor.

PayPal (PYPL) & Airbnb (ABNB) Earnings Reviews

Exploring the results of these two giants.

Shopify & Palantir Earnings Reviews

Digesting the results of these two disruptors.

Apple & CloudFlare Earnings Reviews

Digesting the results of a king and a disruptor.

News of the Week (October 30 - November 3)

Pinterest; Match; Lemonade; Mercado Libre; Disney; Amazon; Meta; AMD; JFrog; Block; Fortinet; DraftKings; Macro; Portfolio

Uber Earnings Review

Contemplating the results of this transportation behemoth.

Walt Disney Earnings

An Update from the Magic Kingdom.

The Trade Desk Earnings Review

Working through this mixed report.

News of the Week (November 20 - 24)

Nvidia; Amazon; CrowdStrike; Uber; SoFi; Autodesk; Market Headlines; Macro; My Portfolio

News of the Week (November 6 - 10)

Duolingo; Progyny; Datadog; Celsius; Hims; Axon; Robinhood; Upstart; Toast; Amazon; Meta Platforms; Lemonade; Disney; Macro; Portfolio

News of the Week (November 15 - 19)

Sea Limited; Nubank; Palo Alto; PayPal; SoFi; Uber; Amazon; Progyny; Disney; Macro; Portfolio

CrowdStrike (CRWD) Earnings Review

Exploring the results of this cybersecurity disruptor.

News of the Week (November 27 - December 1)

Zscaler; Salesforce; Snowflake; Workday, Intuit & Okta; Disney; Uber; Amazon; PayPal, Shopify, Lululemon, Adobe & Mastercard; Nanox; Macro; Portfolio

News of the Week (December 4-8)

Lululemon; GitLab; MongoDB; Shopify; SentinelOne; Broadcom; CrowdStrike; PayPal; Disney; More Market Headlines; Macro; Portfolio

News of the Week (December 11 - 15)

Quick Service Restaurant Intro; Adobe; SoFi; Disney; Amazon; Uber; Meta; Ad Market; PayPal; Match; Earnings Roundup; Macro; Portfolio

News of the Week (January 1 - 5)

Turning the Calendar; 2024 Portfolio Management Expectations; SoFi; Disney; PayPal; Amazon; SentinelOne; Alphabet; Uber; Meta; Macro; Portfolio

News of the Week

Disney; Amazon; Uber; PayPal; Nike; Valuation Note; Accounting Note; M&A Note; Market Headlines; Portfolio

Happy New Year!

News of the Week (January 8 - 12)

Big Bank Earnings; Disney; SoFi; Amazon; Match; Progyny; Lots of Layoffs; Lemonade; Uber/DoorDash/Lyft; CrowdStrike; Macro; Market Headlines; Portfolio

News of the Week (January 15-19)

Taiwan Semi; The Trade Desk; Uber; PayPal; Amazon; SoFi; Meta; Super Micro Computer; Disney; Duolingo; Progyny; Macro; Portfolio

News of the Week (January 22 - 26)

Visa; American Express; Capital One; ServiceNow; Intuitive Surgical; PayPal; Intel; Apple; Macro; My Portfolio

Tesla & Netflix Earnings Reviews

Exploring the results of these two titans

SoFi Q4 Earnings Review

Exploring the upbeat results of this banking disruptor.

Meta & Amazon Earnings Reviews

Digesting the strong results of these two behemoths.

Microsoft & Google Earnings Reviews

Exploring the results of these two titans.

News of the Week (Jan 29 - Feb 2)

Apple; Mastercard; Match; AMD; Supermicro; Shopify; PayPal; Disney; SoFi; CrowdStrike; Macro; Portfolio

Palantir (PLTR) Q4 Earnings Review

Digesting the results of this data disruptor.

Uber Earnings Review

Assessing the results of this transportation giant.

Disney & PayPal Earnings Reviews

Exploring the results of these two turnaround plays.

News of the Week (February 5 - 9)

Cloudflare; Spotify; Enphase; Chipotle; Fortinet; Pinterest; Bill.com; PayPal; Shopify; Amazon; Duolingo; Macro; Portfolio

Cava & Sweetgreen Investment Cases

Exploring these two QSR growth stories.

Shopify & Airbnb Earnings Reviews

Weighing the results of these two emerging giants.

The Trade Desk (TTD) Earnings Review

Summarizing the results of this open internet advertising titan.

News of the Week (February 12 - 16)

Datadog; Uber; Coinbase; DraftKings; JFrog; Twilio; DoorDash; Disney; Amazon; Meta; SoFi; Macro; Portfolio

Nvidia Earnings Review

Praising the results of this mega-cap.

News of the Week (February 19 - 23)

Palo Alto; CrowdStrike; Mercado Libre; Nu Holdings; Block; Walmart; Home Depot; Intuit; Progyny; Macro; Portfolio

Zscaler, Celsius & Progyny Earnings Reviews

Exploring the results of these three businesses.

Snowflake & Salesforce Earnings Reviews

Exploring the results of these large software & data players

News of the Week (February 26 - March 1)

Lemonade; Duolingo; Cava; Sweetgreen; Hims; Workday; Okta; Axon; SoFi; Disney; Market Headlines; Macro; Portfolio

CrowdStrike Earnings Review

Exploring the results of this thriving disruptor

SentinelOne Investment Case & News of the Week (March 11 - 15)

SentinelOne; Progyny; PayPal; Uber; SoFi; Amazon; Adobe; UiPath; On Running; Market Headlines; Macro; Portfolio & Updated Performance

News of the Week (March 4 - 8)

MongoDB; Visa; SoFi; Disney; PayPal; Snowflake; Broadcom; GitLab; Alphabet; Zscaler & Cloudflare; Market Headlines; Macro; Portfolio

News of the Week (March 18 - 22)

Lululemon; Nike; Adobe; The Trade Desk; Disney; Progyny; Apple; SoFi; Market Headlines; Macro; Portfolio

News of the Week (March 25 - 29)

Disney; Amazon; SoFi; PayPal; Visa/Mastercard; Lululemon & Snowflake; Match Group; CrowdStrike; Alphabet, Meta & Apple; Boeing; MercadoLibre & Nu Holdings; Macro; Portfolio

News of the Week (April 1 - 5)

Nu; SoFi; Disney; Amazon; Lululemon; Match; Alphabet; Tesla; Uber; Meta; Cloudflare; Market Headlines; Macro; My Updated Portfolio

News of the Week (April 8 - 12)

Amazon; Google, Nvidia & Intel; Meta; Lulu; Piper Sandler Teen Survey; SoFi; J.P. Morgan; Lemonade; Uber; Apple; Market Headlines; Macro; Portfolio

An Announcement & News of the Week

Announcement; Netflix; Bank of America, American Express & Discover; Tesla; Intuitive Surgical; Meta; SoFi; Amazon; Market Headlines; Macro; My Portfolio

Tesla Q1 2024 Earnings Review

Exploring the results of this EV titan.

Meta (META) Q1 2024 Earnings

Digesting the mixed results of this social media king.

Alphabet (GOOGL) & Microsoft (MSFT) Earnings Reviews

Exploring the results of two tech giants.

News of the Week (April 22 - 26)

ServiceNow; Spotify; Visa; Amazon; PayPal; SoFi; Lemonade; Enphase; Chipotle; Intel; Meta; Amazon (again); Snowflake; The Trade Desk; Shopify; Macro; Portfolio

SoFi (SOFI) -- Q1 2024 Earnings Review

Digging into the results of this earnings report.

Amazon (AMZN) & PayPal (PYPL) -- Q1 2024 Earnings Reviews

Digesting the Q1 2024 results of these two companies.

News of the Week (April 29 - May 3)

DraftKings; Mercado Libre; Lemonade; Block; Coinbase; BIll.com; Super Micro; AMD; Pinterest; Uber; The Trade Desk; Crowdstrike; Match; Macro; Portfolio

Apple (AAPL) & Cloudflare (NET) Earnings Reviews

Analyzing the data and commentary from these two earnings reports.

Palantir (PLTR) -- Q1 2024 Earnings Review

Intro: Palantir is a software company that helps customers get the most out of their structured and unstructured data. Like

Disney & Datadog Earnings Reviews

Exploring the results of a legacy media titan and a software disruptor.

Uber, Shopify & The Trade Desk (part 1) Earnings Reviews

Exploring the results of these three companies.

The Trade Desk (TTD), Duolingo (DUOL) & Airbnb (ABNB) -- Earnings Reviews

Exploring the results of these three companies.

News of the Week (May 6 - 10)

Progyny; Nu; CrowdStrike; Disney; Robinhood; Celsius; Axon; Confluent; Headlines; Macro; Portfolio & Updated Performance vs. Benchmarks