NET

Earnings Review

News of the Week (May 5 - 9, 2025)

Most of the content from this week has already been sent: * Trade Desk Earnings Review (and a Cloudflare Snapshot) * Shopify & Mercado Libre Earnings Reviews

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Portfolio Update

Trade Desk Earnings Review + Cloudflare & DraftKings Snapshots

1. Earnings Snapshots — DraftKings (DKNG) & Cloudflare (NET) Full reviews for both of these companies will be published alongside Coupang on Saturday. a. Cloudflare (NET)

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Apple

News of the Week (April 28 - May 2, 2025)

The majority of this week’s content has already been sent. In case you missed it: * SoFi Earnings Review. * PayPal Earnings Review. * Meta, Robinhood &

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ABNB

Earnings Season 20% Subscription Discounts

Greetings fellow investment nerds! Earnings season is back and so are annual subscription discounts. Over the next several weeks, I will cover 40+ reports in

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News of the Week

News of the Week (April 7 - 11, 2025)

I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table of Contents * 1. J.P.

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