Earnings Review

News of the Week

News of the Week (July 21-25, 2025)

Most of this week’s content was already sent: * Portfolio Earnings Season Preview. * Alphabet & Tesla Earnings Reviews. * Chipotle Earnings Review. * Netflix & Taiwan Semi

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Earnings Review

Chipotle Earnings Review & ServiceNow Earnings Snapshot

Table of Contents * 1. ServiceNow (NOW) — Brief Earnings Snapshot * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Guidance & Valuation * 2. Chipotle (CMG)

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GOOGL / GOOG
Free Access

Alphabet & Tesla Earnings Reviews + a Chipotle Earnings Snapshot

Table of Contents * 1. Chipotle (CMG) — Brief Earnings Snapshot * a. Demand * b. Profits & margins * c. Balance Sheet * d. Guidance & Valuation * 2. Alphabet (GOOGL)

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NFLX

Netflix & Taiwan Semiconductor Earnings Reviews

1. Taiwan Semicondutor (TSM/TSMC) — Earnings Review a. Taiwan Semi 101 Taiwan Semi builds chipsets for other companies like Nvidia, AMD and Qualcomm. It does

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News of the Week

News of the Week (June 23 - 27, 2025)

Table of Contents * 1. Updated Free Cash Flow (FCF) Valuation Comp She … * a. Fast Growth * b. Mature Growth * 2. Alphabet (GOOGL) – Miscellaneous * a. Open AI

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