Comp Sheets

News of the Week

News 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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News of the Week

News of the Week (March 23-27, 2026)

Table of Contents * 1. Updated Fast Growth PEG Ratio Comp Sheet * 2. Meta (META) – Legal Issues & More * a. Legal Issues * b. More * 3. Uber

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News of the Week

News of the Week (March 16-20, 2026)

Other recent earnings reviews to read from this season: * Micron * Rubrik & Oracle * Snowflake * MongoDB & The Trade Desk * Sea Limited & On Holding * Nvidia

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News of the Week

News of the Week (January 5 - 9, 2026)

Reviewing major keynotes from CES 2026, exploring high-profile M&A, updating valuation tables and more.

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News of the Week

News of the Quiet Week (Happy New Year!)

Table of Contents * 1. Free Cash Flow Valuation Comp Sheets * a. Fast Growth * b. Maturing Growth * 2. Meta (META) – M&A * 3. My 2026

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