Earnings Review

Earnings Review

Alphabet (GOOGL) Q1 2025 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call & Release * g. Take

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CMG

Chipotle Q1 2025 Earnings Review

a.  Key Points * Challenging quarter amid challenging times. * Market share trends are good. * International expansion is going well. * Working through margin and revenue headwinds. b.

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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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