TTD
Trade Desk News Alert
The Trade Desk sold off this morning on Walmart contract news. Per an article posted by The Information, Walmart renegotiated their programmatic ad contract to
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News of the Week (August 4 - 8, 2025)
Almost everything was sent during the week. In case you missed it: * Trade Desk, Duolingo & DraftKings earnings reviews * Uber & Shopify earnings reviews * Lemonade,
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The Trade Desk, Duolingo & DraftKings Earnings Reviews
In case you missed it: * Lemonade, Hims and Coupang Earnings Reviews * Uber & Shopify Earnings Reviews * Palantir & Mercado Libre Earnings Reviews * Amazon & Microsoft
Read MoreNews of the Week (June 23 - 27, 2025)
Table of Contents * 1. Updated Free Cash Flow (FCF) Valuation Comp She … * a. Fast Growth * b. Mature Growth * 2. Alphabet (GOOGL) – Miscellaneous * a. Open AI
Read MoreNews of the Week (June 16-20, 2025)
Links to 40 detailed earnings reviews from this season Link to my current portfolio & performance vs. the S&P 500 Table of Contents
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