ORCL

ORCL

News of the Week (September 8 - 12, 2025)

Wrapping up earnings season, Goldman Sachs conference coverage and more.

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Earnings Review

News of the Week (June 9-13, 2025)

Links to 40 detailed earnings reviews from this season Link to my current portfolio & performance vs. the S&P 500 Table of Contents

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Earnings Review

SentinelOne, Oracle & Block (Part 2) Earnings Reviews

Table of Contents * 1. Oracle (ORCL) – Earnings Review * a. Oracle 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance

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Earnings Review

Palantir Q4 2024 Earnings Review

Exploring the results of this software disruptor.

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News of the Week

Remaining News of the Week (Jan 27 - 31, 2025)

Table of Contents * 1. Earnings Round-Up – Visa (V), Mastercard (MA), … * a. Visa Snapshot * b. Mastercard Snapshot * c. Intel Snapshot * d. IBM Snapshot * 2. Detailed ServiceNow

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