News of the Week (May 20 - 24): This is the final free issue of News of the Week. I’ve spent the last 4 years delivering you what I view as best-in-class equity research… for free. All signal, data-driven evidence and blunt honesty. No sensationalism, puffing, rockets, or caps lock. I’ve done all of your homework to keep you fully in the loop in a small fraction of the time. I arm you with all of the information needed to make a thoughtful decisions on your own. I’ve lived for equity research in

Nvidia (NVDA) Earnings Review: Exploring the strong results of the chip king.

News of the Week (May 13 - 17): Nu; Uber; Disney; Netflix; Trade Desk; Magnite; Alphabet; Sea Limited; Alibaba; Walmart; Progyny; Amazon; Starbucks; Duolingo; Lululemon; CrowdStrike; SoFi; Snowflake; Headlines; Macro; My Portfolio

News of the Week (May 6 - 10) : Progyny; Nu; CrowdStrike; Disney; Robinhood; Celsius; Axon; Confluent; Headlines; Macro; Portfolio & Updated Performance vs. Benchmarks

The Trade Desk (TTD), Duolingo (DUOL) & Airbnb (ABNB) -- Earnings Reviews: Exploring the results of these three companies.

Uber, Shopify & The Trade Desk (part 1) Earnings Reviews: Exploring the results of these three companies.

Disney & Datadog Earnings Reviews: Exploring the results of a legacy media titan and a software disruptor.

Palantir (PLTR) -- Q1 2024 Earnings Review: Intro: Palantir is a software company that helps customers get the most out of their structured and unstructured data. Like many others, it pulls from years of AI/ML work to automate insight-gleaning. It utilizes complex neural networks to power anomaly detection, trend forecasting and natural language processing too. Overall, it frees clients to conjoin disparate data sources, while utilizing its software to uncover ideas that manual analytics and leg

News of the Week (April 29 - May 3): DraftKings; Mercado Libre; Lemonade; Block; Coinbase; BIll.com; Super Micro; AMD; Pinterest; Uber; The Trade Desk; Crowdstrike; Match; Macro; Portfolio

Apple (AAPL) & Cloudflare (NET) Earnings Reviews: Analyzing the data and commentary from these two earnings reports.

Amazon (AMZN) & PayPal (PYPL) -- Q1 2024 Earnings Reviews: Digesting the Q1 2024 results of these two companies.

SoFi (SOFI) -- Q1 2024 Earnings Review: Digging into the results of this earnings report.

News of the Week (April 22 - 26): ServiceNow; Spotify; Visa; Amazon; PayPal; SoFi; Lemonade; Enphase; Chipotle; Intel; Meta; Amazon (again); Snowflake; The Trade Desk; Shopify; Macro; Portfolio

Alphabet (GOOGL) & Microsoft (MSFT) Earnings Reviews: Exploring the results of two tech giants.

Meta (META) Q1 Earnings: Digesting the mixed results of this social media king.

Tesla Q1 2024 Earnings Review: Exploring the results of this EV titan.

An Announcement & News of the Week: Announcement; Netflix; Bank of America, American Express & Discover; Tesla; Intuitive Surgical; Meta; SoFi; Amazon; Market Headlines; Macro; My Portfolio

News of the Week (April 8 - 12): Amazon; Google, Nvidia & Intel; Meta; Lulu; Piper Sandler Teen Survey; SoFi; J.P. Morgan; Lemonade; Uber; Apple; Market Headlines; Macro; Portfolio

News of the Week (April 1 - 5): Nu; SoFi; Disney; Amazon; Lululemon; Match; Alphabet; Tesla; Uber; Meta; Cloudflare; Market Headlines; Macro; My Updated Portfolio

News of the Week (March 25 - 29): Disney; Amazon; SoFi; PayPal; Visa/Mastercard; Lululemon & Snowflake; Match Group; CrowdStrike; Alphabet, Meta & Apple; Boeing; MercadoLibre & Nu Holdings; Macro; Portfolio

News of the Week (March 18 - 22): Lululemon; Nike; Adobe; The Trade Desk; Disney; Progyny; Apple; SoFi; Market Headlines; Macro; Portfolio

News of the Week (March 11 - 15): SentinelOne; Progyny; PayPal; Uber; SoFi; Amazon; Adobe; UiPath; On Running; Market Headlines; Macro; Portfolio & Updated Performance

News of the Week (March 4 - 8): MongoDB; Visa; SoFi; Disney; PayPal; Snowflake; Broadcom; GitLab; Alphabet; Zscaler & Cloudflare; Market Headlines; Macro; Portfolio

CrowdStrike Earnings Review: Exploring the results of this thriving disruptor

News of the Week (February 26 - March 1): Lemonade; Duolingo; Cava; Sweetgreen; Hims; Workday; Okta; Axon; SoFi; Disney; Market Headlines; Macro; Portfolio