NOW
News of the Week (July 21-25, 2025)
Most of this week’s content was already sent: * Portfolio Earnings Season Preview. * Alphabet & Tesla Earnings Reviews. * Chipotle Earnings Review. * Netflix & Taiwan Semi
Read MoreChipotle Earnings Review & ServiceNow Earnings Snapshot
Table of Contents * 1. ServiceNow (NOW) — Brief Earnings Snapshot * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Guidance & Valuation * 2. Chipotle (CMG)
Read MoreNews of the Week (June 2-6, 2025)
In case you missed it from this earnings season: * CrowdStrike Earnings Review * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review * Trade Desk Earnings Review * DraftKings
Read MoreServiceNow 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,
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
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