MDB

Earnings Review

Airbnb, Datadog & The Trade Desk Earnings + Cloudflare & DraftKings Snapshots

Table of Contents * 1. Datadog (DDOG) — Earnings Review * Datadog 101: * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Q4 Guidance & Valuation * e.

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ABNB
Free Access

Earnings Season Subscription Discounts

Access lower rates on Stock Market Nerd Plus & Max.

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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

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

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News of the Week

(Rest of) News of the Week (August 26-30)

MongoDB; Okta; Marvel; Headlines; Macro

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