SBUX

News of the Week

News of the Quiet Week (Happy New Year!)

Table of Contents * 1. Free Cash Flow Valuation Comp Sheets * a. Fast Growth * b. Maturing Growth * 2. Meta (META) – M&A * 3. My 2026

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NET

News of the Week (November 10-14, 2025)

Earnings coverage, macro developments, investors conferences and more.

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Earnings Review

News of the Week (November 3-7, 2025)

Table of Contents * 1. Brief Earnings Snapshots – Spotify, AppLovin, Datadog & Axon * a. Spotify * b. App Lovin * c. Datadog * d. Axon (AXON)  * 2. Detailed Robinhood

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News of the Week

News of the Week (October 27-31, 2025)

Earnings reviews and more news from around our company coverage network

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MU

News of the Week (September 22-26, 2025)

Housekeeping & Recent Content: * A detailed overview of Rubrik’s business and stock will be published soon. * My current portfolio & performance vs. the S&

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