CMG

CMG

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 margin and revenue headwinds. b.

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Earnings Review

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 eye doctors. I’m fine,

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Portfolio Update

Portfolio & Performance Update (New Holding)

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ABNB

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 will cover 40+ reports in

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Portfolio Update

Portfolio & Performance Updates

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