HOOD
News of the Week
News of the Quiet Week (Happy New Year!)
Table of Contents * 1. Free Cash Flow Valuation Comp Sheets * a. Fast Growth * b. Maturing Growth * 2. Meta (META) – M&A * 3. My 2026
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News of the Week
News of the Week (December 14-18, 2025)
My Detailed Earnings reviews from this season: * Nike & Micron * Rubrik * Oracle & Broadcom. * Snowflake * CrowdStrike & MongoDB * Zscaler * Datadog & Palo Alto * Sea Limited
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Earnings Review
News of the Week (November 3-7, 2025)
Table of Contents * 1. Brief Earnings Snapshots – Spotify, AppLovin, Datadog & Axon * a. Spotify * b. App Lovin * c. Datadog * d. Axon (AXON) * 2. Detailed Robinhood
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LMND
Lemonade & Duolingo Q3 2025 Reviews
Intricately dissecting the results of these three companies.
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