DKNG

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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NET

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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News of the Week

News of the Week (April 14-18, 2025)

In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more

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News of the Week

News of the Week (April 7 - 11, 2025)

I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table of Contents * 1. J.P.

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News of the Week

News of the Week (March 31 - April 4, 2025)

Table of Contents * 1. Amazon (AMZN) – Various News * 2. Hims (HIMS) – Weight Loss Drugs * 3. DraftKings (DKNG) & Sports Betting * 4. Meta (META) – Smart Glasses

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