News of the Week

News of the Week (February 16-20, 2026)

It was a very light fundamental news week for the coverage universe. I already published my Lemonade earnings review and my Palo Alto Networks earnings

News of the Week

News of the Week (February 9 - 13, 2026)

Table of Contents * 1. AppLovin (APP) – Brief Earnings Snapshot * a. Results * b. Balance Sheet * c. Guidance & Valuation * d. Quick Thoughts * 2. DraftKings (DKNG) – Earnings

News of the Week

News of the Week (February 2 - 6, 2026)

Almost all of this week’s content was already sent: * Axon Deep Dive. * Palantir Earnings Review. * AMD & PayPal Earnings Reviews. * Alphabet & Uber Earnings

News of the Week

News of the Week (January 26 - 30, 2026)

Housekeeping: As a reminder, if you’re a Max subscriber, you have access to the Discord room. That’s where I will field your questions

News of the Week

News of the Week (January 19-23, 2026)

In case you missed it: * Netflix (NFLX) Earnings Review * Taiwan Semi (TSMC) Earnings Review * My Current Portfolio & Performance vs. the S&P 500