SHOP
Earnings Review
Shopify & Mercado Libre Earnings Reviews
Other Reviews to Read From This Season: * AMD & Datadog Earnings Reviews (& Coupang part 1). * Palantir & Hims Earnings Reviews. * Uber Earnings Review. * Alphabet
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News of the Week
News of the Week (April 21-25, 2025)
Most of this week’s content has already been published. In case you missed it: * Alphabet Earnings Review * Tesla Earnings Review * Chipotle Earnings Review * ServiceNow
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News of the Week
News of the Week (April 7 - 11, 2025)
I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table of Contents * 1. J.P.
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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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