ZS
Earnings Review
SoFi & PayPal Earnings Reviews
Exploring the results of these two fintechs.
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Investment Case
More Thoughts on CrowdStrike (CRWD) & A New Investment Case
Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday
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ABNB
Earnings Season Menu & a Special Discount
Greetings fellow investment Nerds! Earnings season is back and will be as busy as ever. Over the next several weeks, I will listen to dozens
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