CPNG
ABNB
Fleeting Discounts to Avoid Future Price Hikes
Table of Contents * a. News * b. Fleeting Discount * c. Earnings Reviews to Read From This Season * d. Portfolio Performance Since Inception a. News Prices are
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Earnings Review
News of the Week (May 5 - 9, 2025)
Most of the content from this week has already been sent: * Trade Desk Earnings Review (and a Cloudflare Snapshot) * Shopify & Mercado Libre Earnings Reviews
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Portfolio Update
Trade Desk Earnings Review + Cloudflare & DraftKings Snapshots
1. Earnings Snapshots — DraftKings (DKNG) & Cloudflare (NET) Full reviews for both of these companies will be published alongside Coupang on Saturday. a. Cloudflare (NET)
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Earnings Review
Shopify & Mercado Libre Earnings Reviews
Other Reviews to Read From This Season: * AMD & Datadog Earnings Reviews (& Coupang part 1). * Palantir & Hims Earnings Reviews. * Uber Earnings Review. * Alphabet
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