PLTR

Apple

News of the Week (April 28 - May 2, 2025)

The majority of this week’s content has already been sent. In case you missed it: * SoFi Earnings Review. * PayPal Earnings Review. * Meta, Robinhood &

Read More
Earnings Review

ServiceNow Q1 2025 Earnings Review

Housekeeping: Hi friends! I had a bit of a personal health issue today that required an impromptu visit to two eye doctors. I’m fine,

Read More
ABNB

Earnings Season 20% Subscription Discounts

Greetings fellow investment nerds! Earnings season is back and so are annual subscription discounts. Over the next several weeks, I will cover 40+ reports in

Read More
News of the Week

News of the Week (April 14-18, 2025)

In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more

Read More
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

Read More