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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
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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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News of the Week
News of the Week (November 4 - 8, 2024)
Most of this week’s content has already been sent. In case you missed it: * Airbnb, Datadog & The Trade Desk Earnings Reviews. * Duolingo, Mercado
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