TTD
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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News of the Week
News of the Week (March 18 - 22, 2025)
In case you missed it – my review of the Fed statement and Powell presser can be found here. Table of Contents * 1. Alphabet (GOOGL) – M&
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Earnings Review
The Trade Desk Earnings Review + a Robinhood Snapshot
Digesting the underwhelming results of this special compounder.
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TTD
News of the Week (Jan 13 - 17, 2025)
Table of Contents * 1. The Trade Desk (TTD) — M&A * 2. SoFi (SOFI) — Asset Light Lending Growth * 3. Duolingo (DUOL) — Updates * 4. Earnings Season
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