META
News of the Week
News of the Quiet Week (Happy New Year!)
Table of Contents * 1. Free Cash Flow Valuation Comp Sheets * a. Fast Growth * b. Maturing Growth * 2. Meta (META) – M&A * 3. My 2026
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META
Meta Q3 2025 Earnings Review
Sections d, e, f & g are for paid readers. They get into 2026 guidance, valuation, CapEx, the balance sheet, conference call notes and my
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JPM
News of the Week (October 13-17, 2025)
Sections 3-14 are for paid subscribers. These sections include commentary on First Brands and Tricolor implications, as well as updates on PayPal, Uber, Flutter, Robinhood,
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MU
News of the Week (September 22-26, 2025)
Housekeeping & Recent Content: * A detailed overview of Rubrik’s business and stock will be published soon. * My current portfolio & performance vs. the S&
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PYPL
News of the Week (September 15-19, 2025)
Covering a few investor days and another noisy week in markets.
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