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Salesforce & SentinelOne Earnings Reviews + PayPal & SoFi CFO Interviews
Table of Contents * 1. Salesforce (CRM) – Earnings Review * a. Salesforce 101 * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.
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News of the Week
News of the Week (November 11 - 15, 2024)
More content from this week: * Nu & Disney Earnings Reviews. * Shopify Earnings Review, & some Block Coverage Catch-up. * Portfolio Update More earnings reviews from the
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Earnings Review
Shopify Earnings Review, Block Catch-Up & a Lengthy Earnings Round-Up
Table of Contents * 1. Block Shareholder Letter * 2. Earnings Round-Up – On Running (ONON), Cava, Se … * a. On Running (ONON) * b. Cava (CAVA) * c. Sea Limited
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