Earnings Review

Earnings Review

ServiceNow Q1 2025 Earnings Review

Housekeeping: Hi friends! I had a bit of a personal health issue today that required an impromptu visit to two eye doctors. I’m fine,

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Earnings Review

Tesla (TSLA) Q1 2025 Earnings Review

In case you missed it: * Earnings Season Preview. * Netflix & Taiwan Semi Earnings Review. * Updated Portfolio & Performance vs. the S&P 500 with

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NFLX

Netflix & Taiwan Semi Earnings Reviews

Table of Contents * 1. Taiwan Semi (TSM) Earnings Review * a. Taiwan Semi 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet

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LULU

Lululemon (LULU) Q4 2024 Earnings Review

In case you missed it: * Nvidia & Cava Earnings Reviews * Lemonade Earnings Review * Coupang Earnings Review * SoFi Earnings Review * Netflix Earnings Review * Nu Earnings Review

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News of the Week

News of the Week (March 18 - 22, 2025)

In case you missed it – my review of the Fed statement and Powell presser can be found here. Table of Contents * 1. Alphabet (GOOGL) – M&

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