News of the Week
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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News of the Week
News of the Week (December 14-18, 2025)
My Detailed Earnings reviews from this season: * Nike & Micron * Rubrik * Oracle & Broadcom. * Snowflake * CrowdStrike & MongoDB * Zscaler * Datadog & Palo Alto * Sea Limited
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News of the Week
News of the Week (December 8 - 12, 2025)
Table of Contents * 1. Brief Earnings Snapshots – Lululemon (LULU) & Adobe (ADBE) * a. Lululemon * b. Adobe (ADBE) * 2. Amazon (AMZN) – 2025 AWS Event Review * 3.
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News of the Week
News of the Week (December 1-5, 2025)
Most of this week's content has already been sent: * CrowdStrike & MongoDB Earnings Reviews. * Snowflake Earnings Review, ServiceNow M&A & PayPal
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