TTD
News of the Week
News 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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ABNB
News of the Week (June 2-6, 2025)
In case you missed it from this earnings season: * CrowdStrike Earnings Review * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review * Trade Desk Earnings Review * DraftKings
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NET
Trade Desk Earnings Review + Cloudflare & DraftKings Snapshots
1. Earnings Snapshots — DraftKings (DKNG) & Cloudflare (NET) Full reviews for both of these companies will be published alongside Coupang on Saturday. a. Cloudflare (NET)
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News of the Week
News of the Week (March 24 - 28, 2025)
In case you missed it from this past week: * Detailed Lululemon Earnings Review. * My updated portfolio & performance (sold a position this week). 1. Updated
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