LMND
CRWD
CrowdStrike Earnings Review with WorkDay & Dell Earnings Snapshots
Table of Contents * 1. Dell & Workday — Brief Earnings Snapshots * a. Dell * Results: * Balance Sheet: * Guidance & Valuation: * b. Workday * Results: * Balance Sheet: * Guidance &
Read More
News of the Week
News of the Week (November 18 - 22)
Table of Contents * 1. Amazon (AMZN) – Anthropic & More * 2. Alphabet (GOOGL) – Antitrust & More * 3. Palo Alto (PANW) – Earnings Review * a. Palo Alto 101
Read More
Earnings Review
Nvidia, Snowflake & Sea Limited Earnings + Lemonade Investor Day
1. Sea Limited (SE) – Earnings Review a. Demand * Beat gross merchandise value (GMV) estimates by 2%. Missed active user metrics by about 1%. * Beat revenue
Read More
News of the Week
News of the Week (November 11 - 15, 2024)
More content from this week: * Nu & Disney Earnings Reviews. * Shopify Earnings Review, & some Block Coverage Catch-up. * Portfolio Update More earnings reviews from the
Read More