NU
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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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
Read MoreNews 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
Read MoreNu, 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
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&
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