TTD
MDB
MongoDB & The Trade Desk Earnings Reviews
Table of Contents * 1. The Trade Desk (TTD) – Earnings Review * a. The Trade Desk 101 * b. Key Points * c. Demand * d. Profits & Margins * e.
Read More
News of the Week
News of the Week (December 1-5, 2025)
Most of this week's content has already been sent: * CrowdStrike & MongoDB Earnings Reviews. * Snowflake Earnings Review, ServiceNow M&A & PayPal
Read More
News of the Week
News of the Week (October 20-24, 2025)
Sections 4-14 are for paid subscribers. If you'd like to read about SoFi credit market information, Rubrik's Agent Cloud Release, a
Read More
NKE
News of the Week (September 29 - October 3, 2025)
Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy Week * SoFi – Data & Products
Read More