MELI
ORCL
News of the Week (September 8 - 12, 2025)
Wrapping up earnings season, Goldman Sachs conference coverage and more.
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News of the Week
News of the Week (August 18-22, 2025)
Next week, we’ll send reviews on Nvidia, CrowdStrike, SentinelOne and MongoDB. In case you missed it from this earnings season: * Nu & Airbnb earnings
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Earnings Review
Palantir & Mercado Libre Earnings Reviews + Hims Earnings Snapshot
This piece contains a brief Hims earnings snapshot, a Mercado Libre earnings review & a Palantir earnings review. The Hims review (with far more detail)
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AMZN
News of the Week (July 14-18, 2025)
Table of Contents * 1. Amazon (AMZN) – Prime Day/Week, CrowdStrike (CR … * a. Amazon – Prime Days * b. CrowdStrike * 2. Alphabet (GOOGL) – AI Data & More * 3.
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News of the Week
News of the Week (July 7-11, 2025)
The slow season is over and earnings season starts next week! There are about 40 reviews to catch up on from last season, and I
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