LMND
LMND
Fed Statement, Powell Presser & My Thoughts
Key Points: * The Fed cut rates by 25 basis points to 4.25%-4.50%. * There’s zero change to commitment to 2% inflation over
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ABNB
News of the Week (December 2 - 6, 2024)
A large portion of the content from this week was already sent. In case you missed it: * Lululemon Earnings Review. * Salesforce & SentinelOne Earnings Reviews
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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.
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