MA

Investment Case

SoFi Deep Dive

Detailing the business model, prospects and risks of a banking disruptor.

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ABNB

News of the Week (September 30, October 4, 2024)

Nike; Tesla; Sell-Side Notes; EBIT Comp Sheets; Hims; Amazon; Nu; SoFi; Headlines; Macro

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ABNB

News of the Week

Search King; ZScaler; SentinelOne; Uber; Microsoft; Credit & Bank Interviews; Adobe; Macro

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News of the Week

News of the Week (August 12 - 16)

Global-E; Adyen; Applied Materials; Datadog; Walmart; On Running; PayPal; Lululemon; CrowdStrike; Market Headlines; Macro

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Earnings Review

News of the Week (July 29 - August 2)

AMD; Block; Intel; Cloudflare; Mercado Libre; DraftKings; Uber; Headlines; Macro

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