ZS

NOW

Tesla & ServiceNow Earnings Reviews

Digesting these two important earnings reports.

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GOOGL / GOOG

News of the Week (October 14 - 18, 2024)

American Express; Bank of America; Disney; Starbucks; ASML; Intuitive Surgical; SentinelOne; SoFi; Sell-Side Notes; Headlines; Macro

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GOOGL / GOOG

Portfolio Update & Earnings Season Preview

Working through some portfolio management thoughts as we enter the busy season.

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Investment Case

SoFi Deep Dive

Detailing the business model, prospects and risks of a banking disruptor.

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ABNB

News of the Week (September 30, October 4, 2024)

Nike; Tesla; Sell-Side Notes; EBIT Comp Sheets; Hims; Amazon; Nu; SoFi; Headlines; Macro

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