MELI
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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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)
Read MoreNews 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.
Read MoreNews 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
Read MoreNews of the Week (June 23 - 27, 2025)
Table of Contents * 1. Updated Free Cash Flow (FCF) Valuation Comp She … * a. Fast Growth * b. Mature Growth * 2. Alphabet (GOOGL) – Miscellaneous * a. Open AI
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