V
News of the Week
News of the Week (November 11 - 15, 2024)
More content from this week: * Nu & Disney Earnings Reviews. * Shopify Earnings Review, & some Block Coverage Catch-up. * Portfolio Update More earnings reviews from the
Read More
Earnings Review
Airbnb, Datadog & The Trade Desk Earnings + Cloudflare & DraftKings Snapshots
Table of Contents * 1. Datadog (DDOG) — Earnings Review * Datadog 101: * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Q4 Guidance & Valuation * e.
Read More
GOOGL / GOOG
News of the Week (October 28 - November 2, 2024)
Most of this week’s content has already been sent. Those sends included: 1. Amazon, Apple & Uber Earnings Reviews + an Intel Coverage. 2. My
Read More
LMND
Meta & Microsoft Earnings Reviews + Lemonade, Coinbase & Robinhood Snapshots
Table of Contents * 1. Earnings Round-Up — Lemonade, Robinhood & Coinb … * a. Lemonade (LMND) * b. Coinbase (COIN) * c. Robinhood (HOOD) * 2. Meta Platforms (META) — Earnings Review
Read More