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ABNB
News of the Week (December 2 - 6, 2024)
A large portion of the content from this week was already sent. In case you missed it: * Lululemon Earnings Review. * Salesforce & SentinelOne Earnings Reviews
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PYPL
Salesforce & SentinelOne Earnings Reviews + PayPal & SoFi CFO Interviews
Table of Contents * 1. Salesforce (CRM) – Earnings Review * a. Salesforce 101 * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.
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News of the Week
News of the Week (November 11 - 15, 2024)
More content from this week: * Nu & Disney Earnings Reviews. * Shopify Earnings Review, & some Block Coverage Catch-up. * Portfolio Update More earnings reviews from the
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News of the Week
News of the Week (November 4 - 8, 2024)
Most of this week’s content has already been sent. In case you missed it: * Airbnb, Datadog & The Trade Desk Earnings Reviews. * Duolingo, Mercado
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