CRM
Earnings Review
News of the Week (May 19 - 23, 2025)
I published my Snowflake & Palo Alto Earnings Reviews during the week. I also published a portfolio & performance update. Next week, I will be
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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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ABNB
Earnings Season 20% Subscription Discounts
Greetings fellow investment nerds! Earnings season is back and so are annual subscription discounts. Over the next several weeks, I will cover 40+ reports in
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