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Earnings Review

Nu (NU) – Earnings Review

Exploring the results of this Latin American Disruptor

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News of the Week

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

In case you missed it: * Amazon, Cloudflare and Disney Earnings Reviews * Datadog Earnings Review * Airbnb Earnings Review * Uber Earnings Review * Shopify & Chipotle Earnings Reviews

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Earnings Review

Shopify & Chipotle Earnings Reviews + SoFi CEO Interview from Today

1. Chipotle (CMG) – Earnings Review a. Key Points * Somewhat underwhelming quarter doesn’t interrupt fantastic multi-year trends. * There was some traffic variability in December and

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News of the Week

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

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GOOGL / GOOG

Portfolio Management Thoughts Amid Tariffs

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