Earnings Review
DDOG
Datadog Q4 2024 Earnings Review
Table of Contents * 1. Datadog (DDOG) – Earnings Review * a. Datadog 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Annual
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Earnings Review
The Trade Desk Earnings Review + a Robinhood Snapshot
Digesting the underwhelming results of this special compounder.
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Earnings Review
Shopify & Chipotle Earnings Reviews + SoFi CEO Interview from Today
1. Chipotle (CMG) – Earnings Review a. Key Points * Somewhat underwhelming quarter doesn’t interrupt fantastic multi-year trends. * There was some traffic variability in December and
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News of the Week
News of the Week (February 3 - 7, 2025)
Most of this week’s content has already been sent. In case you missed it: * Amazon, Cloudflare (part 1) and Disney Earnings Reviews * Uber Earnings
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Earnings Review
Amazon, Cloudflare & Disney Earnings Reviews
Working through 3 more earnings reports.
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