NOW
Earnings Review
The Trade Desk, Datadog & Duolingo Earnings Reviews
Exploring the results of these three companies.
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AMZN
Apple, Amazon & DraftKings Earnings Coverage
Exploring the results of these three companies
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News of the Week
News of the Week (July 22 - 26)
Visa; Amazon; PayPal; Enphase; ServiceNow; Chipotle; Disney; Duolingo; CrowdStrike; Alphabet; Meta; Market Headlines; Macro Data
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Investment Case
More Thoughts on CrowdStrike (CRWD) & A New Investment Case
Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday
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ABNB
Earnings Season Menu & a Special Discount
Greetings fellow investment Nerds! Earnings season is back and will be as busy as ever. Over the next several weeks, I will listen to dozens
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