CAVA
News of the Week
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 & On Running earnings reviews
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Portfolio Update
Nu & Airbnb Earnings Reviews
Earnings reviews to read from this current season: * Cava & On Running. * AMD Earnings Review (section 4). * Trade Desk, Duolingo & DraftKings earnings reviews * Uber
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Portfolio Update
Cava & On Running Earnings Reviews
Earnings reviews to read from this current season: * Trade Desk, Duolingo & DraftKings earnings reviews * Uber & Shopify earnings reviews * Lemonade, Hims & Coupang Earnings
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News of the Week
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 Review. * Netflix & Taiwan Semi
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