SE
Earnings Review
Sea Limited & On Holding Earnings Reviews
Table of Contents * 1. On Holding (ONON) – Earnings Review * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation
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SOFI
News of the Week (August 11 - 15, 2025)
In case you missed something from this past week: * Nu & Airbnb earnings reviews * The Trade Desk News Alert * Cava & On Running earnings reviews
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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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SE
News of the Week (May 12 - 16, 2025)
In case you missed it from this week: * Nu, On Running & Cloudflare Earnings Reviews. * My Updated Portfolio & Performance vs. the S&P
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