GOOGL / GOOG

Earnings Review

News of the Week (May 5 - 9, 2025)

Most of the content from this week has already been sent: * Trade Desk Earnings Review (and a Cloudflare Snapshot) * Shopify & Mercado Libre Earnings Reviews

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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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News of the Week

News of the Week (April 14-18, 2025)

In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more

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News of the Week

News of the Week (April 7 - 11, 2025)

I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table of Contents * 1. J.P.

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News of the Week

News of the Week (March 24 - 28, 2025)

In case you missed it from this past week: * Detailed Lululemon Earnings Review. * My updated portfolio & performance (sold a position this week). 1. Updated

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