Earnings Review
Earnings Review
Mercado Libre (MELI) – Earnings Review
Reviewing the impressive results of this Latin American Titan.
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Earnings Review
Nu (NU) – Earnings Review
Exploring the results of this Latin American Disruptor
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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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Amazon
Amazon, Cloudflare & Disney Earnings Reviews
Working through 3 more earnings reports.
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