CPNG
News of the Week
News of the Week (February 16-20, 2026)
It was a very light fundamental news week for the coverage universe. I already published my Lemonade earnings review and my Palo Alto Networks earnings
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News of the Week
News of the Week (January 26 - 30, 2026)
Housekeeping: As a reminder, if you’re a Max subscriber, you have access to the Discord room. That’s where I will field your questions
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News of the Week
News of the Week (January 19-23, 2026)
In case you missed it: * Netflix (NFLX) Earnings Review * Taiwan Semi (TSMC) Earnings Review * My Current Portfolio & Performance vs. the S&P 500
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News of the Week
News of the Week (January 12 - 16, 2026)
Table of Contents * 1. Big Bank Earnings * a. JP Morgan * b. Bank of America * c. More Commentary from Around the Sector * 2. Software Selloff &
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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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