Earnings Review

GOOGL / GOOG

Alphabet Q3 Earnings Review + a Mercado Libre Snapshot

I will post a complete earnings review on Mercado Libre tomorrow. It will cover the shareholder letter, presentation, conference call, other notes and my take

Read More

META

Meta Q3 2025 Earnings Review

Sections d, e, f & g are for paid readers. They get into 2026 guidance, valuation, CapEx, the balance sheet, conference call notes and my

Read More

PYPL

PayPal Q3 2025 Earnings Review

Sections e, f & g are for paid subscribers. They walk through guidance, the conference call, the investor presentation and my take on the quarter.

Read More

SOFI

SoFi Q3 2025 Earnings Review

sections d, e, f & g are for paid readers. They walk through detailed credit information, capital market liquidity and all of the relevant notes

Read More

TSLA

Tesla Q3 2025 Earnings Review

Sections e, f & g are for paid subscribers. They include detailed data and commentary on guidance, valuation, the shareholder letter and the conference call,

Read More