NFLX

Earnings Review

ServiceNow Q1 2025 Earnings Review

Housekeeping: Hi friends! I had a bit of a personal health issue today that required an impromptu visit to two eye doctors. I’m fine,

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Tesla

Tesla (TSLA) -- Q1 2025 Earnings Review

In case you missed it: * Earnings Season Preview. * Netflix & Taiwan Semi Earnings Review. * Updated Portfolio & Performance vs. the S&P 500 with

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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 14-18, 2025)

In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more

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NFLX

Netflix & Taiwan Semi Earnings Reviews

Table of Contents * 1. Taiwan Semi (TSM) Earnings Review * a. Taiwan Semi 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet

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