SBUX

News of the Week

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

Table of Contents * 1. Broadcom (AVGO) – Earnings Review * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g.

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Earnings Review

Palantir Q4 2024 Earnings Review

Exploring the results of this software disruptor.

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GOOGL / GOOG
Nerd Max Access

Portfolio Management Thoughts Amid Tariffs

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GOOGL / GOOG
Free Access

Earnings Season Discounts End This Week

Happy weekend. Peak earnings season is back and 20% annual plan discounts end this week. This quarter, we plan to send about 50 detailed earnings

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News of the Week

Remaining News of the Week (Jan 27 - 31, 2025)

Table of Contents * 1. Earnings Round-Up – Visa (V), Mastercard (MA), … * a. Visa Snapshot * b. Mastercard Snapshot * c. Intel Snapshot * d. IBM Snapshot * 2. Detailed ServiceNow

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