META

News of the Week

News of the Week (January 12 - 16, 2026)

Table of Contents * 1. Big Bank Earnings * a. JP Morgan * b. Bank of America * c. More Commentary from Around the Sector * 2. Software Selloff &

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News of the Week

News of the Week (January 5 - 9, 2026)

Reviewing major keynotes from CES 2026, exploring high-profile M&A, updating valuation tables and more.

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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,

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