Comp Sheets
News of the Week (June 22-26, 2026)
Loading the Elevenlabs Text to Speech AudioNative Player... The big news from this week was Micron earnings. Our full review was already published and can
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Valuation Comp Sheets
A few notes on the data shown below. * 2026 Consensus Estimate Trend measures the trailing 12-month change in analyst EPS expectations for 2026. * PEG
Read MoreNews 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
Read MoreNews 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
Read MoreNews 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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