Earnings Review

MELI

Amazon & Mercado Libre Q3 2025 Earnings Reviews

The full Amazon review is in section 2 of this article and is for paid readers. Upgrade below to read. Upgrade 1. Mercado Libre Q3

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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

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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

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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.

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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

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