AXON
News of the Week (June 29 - July 3 2026)
Table of Contents * 1. Nike (NKE) – Earnings Data & Some Thoughts on Apparel * a. Earnings Data * b. Forward Guidance * c. Other News & Quick Thoughts
Read MoreNews of the Week (June 1-5, 2026)
Table of Contents * 1. Lemonade (LMND) – Co-Founder/CEO Daniel Schreiber Interviews with Piper Sandler * 2. Alphabet (GOOGL) – Capital Raise & Special Call * 3. Axon
Read MoreNews of the Week (May 19-23, 2026)
A lot of this week's content has already been sent. A review of SoFi CEO Anthony Noto's Interview with JP Morgan
Read MoreAxon Q1 2026 Earnings Review
Other reviews from this season to read: * AMD & Uber * SoFi * Amazon * Duolingo * Meta * Lemonade * Robinhood * Alphabet * Shopify & Coupang * Reddit * ServiceNow * Apple * Spotify * Palantir
Read MoreNews of the Week (March 30 - April 3, 2026)
The Nike earnings review and a portfolio/performance update were published during the week. 1. Updated Fast Growth FCF Comp Sheet * The average FCF dropped
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