PYPL
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
Read MorePayPal 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
Read MoreNews 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
Read MoreNews 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
Read MoreNews of the Week (May 26-30, 2025)
Most of this week’s content was already sent. My Nvidia (NVDA) & SentinelOne (S) Earnings Review can be found here; my Zscaler (ZS) Earnings
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