CPNG
CPNG
Shopify & Coupang Earnings Reviews
Other reviews to read from this season: * Palantir * SoFi * Amazon * Meta * Lemonade * Robinhood * Alphabet * Reddit * ServiceNow * Apple * Duolingo * Spotify * Microsoft * Taiwan Semi * Netflix * Tesla &
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Earnings Review
Coupang & Zscaler Earnings Reviews
Exploring the results of these two disruptors.
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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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