NU

NKE

News of the Week (September 29 - October 3, 2025)

Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy Week * SoFi – Data & Products

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SOFI
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News of the Week (August 11 - 15, 2025)

In case you missed something from this past week: * Nu & Airbnb earnings reviews * The Trade Desk News Alert * Cava & On Running earnings reviews

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ABNB
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Nu & Airbnb Earnings Reviews

Earnings reviews to read from this current season: * Cava & On Running. * AMD Earnings Review (section 4). * Trade Desk, Duolingo & DraftKings earnings reviews * Uber

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Earnings Review

News of the Week (May 19 - 23, 2025)

I published my Snowflake & Palo Alto Earnings Reviews during the week. I also published a portfolio & performance update. Next week, I will be

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NET

Nu, On Running & Cloudflare Earnings Reviews

In case you missed it: * Trade Desk Earnings Review * Shopify & Mercado Libre Earnings Reviews * Uber Earnings Review * AMD & Datadog Earnings Reviews * Lemonade Earnings

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