PYPL

Earnings Review

SoFi & PayPal Earnings Reviews + Starbucks Earnings Snapshot

In case you missed it: * Alphabet & Tesla Earnings Reviews. * Chipotle Earnings Review. * ServiceNow Earnings Review. * Netflix & Taiwan Semi Earnings Reviews (from two weeks

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News of the Week

News of the Week (July 21-25, 2025)

Most of this week’s content was already sent: * Portfolio Earnings Season Preview. * Alphabet & Tesla Earnings Reviews. * Chipotle Earnings Review. * Netflix & Taiwan Semi

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PYPL

PayPal Update

In last week’s article, I briefly discussed the new fees J.P. Morgan would be charging to fintechs like PayPal. I argued that the

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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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ABNB

News of the Week (June 2-6, 2025)

In case you missed it from this earnings season: * CrowdStrike Earnings Review * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review * Trade Desk Earnings Review * DraftKings

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