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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 Contents * 1. Alphabet (GOOGL) – M&
Read MoreNews 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 * f. Guidance & Valuation * g.
Read MoreShopify & 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 traffic variability in December and
Read MoreRemaining 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. IBM Snapshot * 2. Detailed ServiceNow
Read MoreNews 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 (DUOL) — Updates * 4. Earnings Season
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