News of the Week
News of the Week
News of the Week (June 30 - July 4, 2025)
* Click here to see my current portfolio & performance vs. the S&P 500. * Click here to access 40 earnings reviews from this past
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News of the Week
News 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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News of the Week
News of the Week (June 16-20, 2025)
Links to 40 detailed earnings reviews from this season Link to my current portfolio & performance vs. the S&P 500 Table of Contents
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News of the Week
News of the Week (May 26-30, 2025)
Most of this week’s content was already sent. My Nvidia (NVDA) & SentinelOne (S) Earnings Review can be found here; my Zscaler (ZS) Earnings
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Earnings Review
News of the Week (May 19 - 23, 2025)
I published my Snowflake & Palo Alto Earnings Reviews during the week. I also published a portfolio & performance update. Next week, I will be
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