ORCL
Portfolio Update
Lululemon (LULU) Q4 2024 Earnings Review
In case you missed it: * Nvidia & Cava Earnings Reviews * Lemonade Earnings Review * Coupang Earnings Review * SoFi Earnings Review * Netflix Earnings Review * Nu Earnings Review
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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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News of the Week
News of the Week (March 3-7, 2025)
Table of Contents * 1. Broadcom (AVGO) – Earnings Review * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g.
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