PYPL
NET
News of the Week (November 10-14, 2025)
Earnings coverage, macro developments, investors conferences and more.
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PYPL
PayPal Q3 2025 Earnings Review
Sections e, f & g are for paid subscribers. They walk through guidance, the conference call, the investor presentation and my take on the quarter.
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JPM
News of the Week (October 13-17, 2025)
Sections 3-14 are for paid subscribers. These sections include commentary on First Brands and Tricolor implications, as well as updates on PayPal, Uber, Flutter, Robinhood,
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GOOGL / GOOG
News of the Week (October 6 - 10, 2025)
Table of Contents: 1. Alphabet – Gemini Enterprise & Search 2. PayPal – BNPL & Ads 3. Amazon – Quick Suite 4. AI Trade Thoughts 5. DraftKings – CEO
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NKE
News of the Week (September 29 - October 3, 2025)
Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy Week * SoFi – Data & Products
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