CPNG
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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News of the Week
News of the Week (December 14-18, 2025)
My Detailed Earnings reviews from this season: * Nike & Micron * Rubrik * Oracle & Broadcom. * Snowflake * CrowdStrike & MongoDB * Zscaler * Datadog & Palo Alto * Sea Limited
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