INTC
PYPL
Salesforce & SentinelOne Earnings Reviews + PayPal & SoFi CFO Interviews
Table of Contents * 1. Salesforce (CRM) – Earnings Review * a. Salesforce 101 * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.
Read More
Earnings Review
Nu & Disney Earnings Reviews
Table of Contents * 1. Disney (DIS) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Guidance & Valuation * e. Call & Release
Read More
Earnings Review
Shopify Earnings Review, Block Catch-Up & a Lengthy Earnings Round-Up
Table of Contents * 1. Block Shareholder Letter * 2. Earnings Round-Up – On Running (ONON), Cava, Se … * a. On Running (ONON) * b. Cava (CAVA) * c. Sea Limited
Read More
GOOGL / GOOG
News of the Week (October 28 - November 2, 2024)
Most of this week’s content has already been sent. Those sends included: 1. Amazon, Apple & Uber Earnings Reviews + an Intel Coverage. 2. My
Read More