SBUX

News of the Week

News of the Week (February 9 - 13, 2026)

Table of Contents * 1. AppLovin (APP) – Brief Earnings Snapshot * a. Results * b. Balance Sheet * c. Guidance & Valuation * d. Quick Thoughts * 2. DraftKings (DKNG) – Earnings

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News of the Week

News of the Week (January 26 - 30, 2026)

Housekeeping: As a reminder, if you’re a Max subscriber, you have access to the Discord room. That’s where I will field your questions

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Earnings Review

Starbucks Q1 2026 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call * g. Take a. Key

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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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