NET
Earnings Review
The Trade Desk, Datadog & Duolingo Earnings Reviews
Exploring the results of these three companies.
Read More
Earnings Review
News of the Week (July 29 - August 2)
AMD; Block; Intel; Cloudflare; Mercado Libre; DraftKings; Uber; Headlines; Macro
Read More
Earnings Review
SoFi & PayPal Earnings Reviews
Exploring the results of these two fintechs.
Read More
Investment Case
More Thoughts on CrowdStrike (CRWD) & A New Investment Case
Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday
Read More
ABNB
Earnings Season Menu & a Special Discount
Greetings fellow investment Nerds! Earnings season is back and will be as busy as ever. Over the next several weeks, I will listen to dozens
Read More