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Netflix Q2 2026 Earnings Review

a. Key Points * Total watch hours continue to grow at a sluggish pace. * Removing quarterly watch hour growth disclosures. * Bought back $5B in stock this

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August 14, 2026

Nu Q2 2026 Earnings Review

Read 25+ earnings reviews from this season here. See my current portfolio & performance here. Read my Nu Deep Dive

August 13, 2026

Portfolio & Performance Updates

Table of Contents * a. Performance vs. the S&P 500 * b. Portfolio Changes * c. Portfolio Management Strategy Snapshot * d.