News of the Week
News of the Week (March 24 - 28, 2025)
In case you missed it from this past week: * Detailed Lululemon Earnings Review. * My updated portfolio & performance (sold a position this week). 1. Updated
Read MoreNews of the Week (March 18 - 22, 2025)
In case you missed it – my review of the Fed statement and Powell presser can be found here. Table of Contents * 1. Alphabet (GOOGL) – M&
Read MoreFed Statement & Macro Updates
Catch up on more than 40 detailed earnings reviews from this season here. Table of Contents * Fed Policy: * Economic & Fed Policy Projections: * Economic Commentary:
Read MoreNews of the Week (March 10 - 14, 2025)
In case you missed it: 1. SentinelOne, Oracle & Block Earnings Reviews from Wednesday. 2. Latest Portfolio & Performance Update from Thursday 3. 30+ earnings
Read MoreNews of the Week (March 3-7, 2025)
Table of Contents * 1. Broadcom (AVGO) – Earnings Review * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g.
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