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News of the Week (August 25-29, 2025)
Earnings reviews from this week: * MongoDB, CrowdStrike & Nvidia * SentinelOne Earnings reviews from this season: * Nu & Airbnb earnings reviews * Cava & On Running earnings
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News of the Week (August 18-22, 2025)
Next week, we’ll send reviews on Nvidia, CrowdStrike, SentinelOne and MongoDB. In case you missed it from this earnings season: * Nu & Airbnb earnings
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The Trade Desk, Duolingo & DraftKings Earnings Reviews
In case you missed it: * Lemonade, Hims and Coupang Earnings Reviews * Uber & Shopify Earnings Reviews * Palantir & Mercado Libre Earnings Reviews * Amazon & Microsoft
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Uber, Shopify & Duolingo Earnings Reviews + DraftKings Snapshot
This piece contains detailed Uber and Shopify reviews. It also contains part 1 of the DraftKings and Duolingo reviews (with a bit more information in
Read MoreNews of the Week (June 23 - 27, 2025)
Table of Contents * 1. Updated Free Cash Flow (FCF) Valuation Comp She … * a. Fast Growth * b. Mature Growth * 2. Alphabet (GOOGL) – Miscellaneous * a. Open AI
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