SOFI
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
Read MoreNews of the Week (April 14-18, 2025)
In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more
Read MoreNews 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.
Read MoreNews of the Week (March 3-7, 2025)
Table of Contents * 1. Broadcom (AVGO) – Earnings Review * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g.
Read MoreShopify & 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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