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News of the Week

News of the Week (March 30 - April 3, 2026)

The Nike earnings review and a portfolio/performance update were published during the week. 1. Updated Fast Growth FCF Comp Sheet * The average FCF dropped

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News of the Week
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News of the Week (February 23-27, 2026)

Hey guys. The Snowflake and Trade Desk reviews will come in the next couple of days. I caught a nasty bug on Thursday that really

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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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LMND

Lemonade & Duolingo Q3 2025 Reviews

Intricately dissecting the results of these three companies.

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News of the Week

News of the Week (October 20-24, 2025)

Sections 4-14 are for paid subscribers. If you'd like to read about SoFi credit market information, Rubrik's Agent Cloud Release, a

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