BAC
News of the Week
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 (GOOGL) – Miscellaneous * a. Open AI
Read More
ABNB
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 * Trade Desk Earnings Review * DraftKings
Read More
News of the Week
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 holdings, performance and some more
Read More
News of the Week
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 of Contents * 1. J.P.
Read More