TTD
ORCL
News of the Week (September 8 - 12, 2025)
Wrapping up earnings season, Goldman Sachs conference coverage and more.
Read More
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
Read More
Earnings Review
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,
Read More
DKNG
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 More
News of the Week
News 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 More