SE - Stock Market Nerd (Page 2)

News of the Week

News of the Week (November 18 - 22)

Table of Contents * 1. Amazon (AMZN) – Anthropic & More * 2. Alphabet (GOOGL) – Antitrust & More * 3. Palo Alto (PANW) – Earnings Review * a. Palo Alto 101

Earnings Review

Nvidia, Snowflake & Sea Limited Earnings + Lemonade Investor Day

1. Sea Limited (SE) – Earnings Review a. Demand * Beat gross merchandise value (GMV) estimates by 2%. Missed active user metrics by about 1%. * Beat revenue

News of the Week

News of the Week (November 11 - 15, 2024)

More content from this week: * Nu & Disney Earnings Reviews. * Shopify Earnings Review, & some Block Coverage Catch-up. * Portfolio Update More earnings reviews from the

Earnings Review

Shopify Earnings Review, Block Catch-Up & a Lengthy Earnings Round-Up

Table of Contents * 1. Block Shareholder Letter * 2. Earnings Round-Up – On Running (ONON), Cava, Se … * a. On Running (ONON) * b. Cava (CAVA) * c. Sea Limited

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