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News of the WeekNews of the Week
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News of the Week (February 19 - 23)
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News of the Week (February 19 - 23)

Palo Alto; CrowdStrike; Mercado Libre; Nu Holdings; Block; Walmart; Home Depot; Intuit; Progyny; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
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Nvidia Earnings Review
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Nvidia Earnings Review

Praising the results of this mega-cap.

Brad Freeman
News of the WeekNews of the Week
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News of the Week (February 12 - 16)
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News of the Week (February 12 - 16)

Datadog; Uber; Coinbase; DraftKings; JFrog; Twilio; DoorDash; Disney; Amazon; Meta; SoFi; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
The Trade Desk (TTD) Earnings Review
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The Trade Desk (TTD) Earnings Review

Summarizing the results of this open internet advertising titan.

Brad Freeman
Earnings ReviewEarnings Review
Shopify & Airbnb Earnings Reviews
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Shopify & Airbnb Earnings Reviews

Weighing the results of these two emerging giants.

Brad Freeman
Investment CaseInvestment Case
Cava & Sweetgreen Investment Cases
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Cava & Sweetgreen Investment Cases

Exploring these two QSR growth stories.

Brad Freeman
News of the WeekNews of the Week
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News of the Week (February 5 - 9)
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News of the Week (February 5 - 9)

Cloudflare; Spotify; Enphase; Chipotle; Fortinet; Pinterest; Bill.com; PayPal; Shopify; Amazon; Duolingo; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
Disney & PayPal Earnings Reviews
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Disney & PayPal Earnings Reviews

Exploring the results of these two turnaround plays.

Brad Freeman
Earnings ReviewEarnings Review
Uber Earnings Review
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Uber Earnings Review

Assessing the results of this transportation giant.

Brad Freeman
Earnings ReviewEarnings Review
Palantir (PLTR) Q4 Earnings Review
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Palantir (PLTR) Q4 Earnings Review

Digesting the results of this data disruptor.

Brad Freeman
News of the WeekNews of the Week
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News of the Week (Jan 29 - Feb 2)
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News of the Week (Jan 29 - Feb 2)

Apple; Mastercard; Match; AMD; Supermicro; Shopify; PayPal; Disney; SoFi; CrowdStrike; Macro; Portfolio

Brad Freeman
AmazonAmazon
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Meta & Amazon Earnings Reviews
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Meta & Amazon Earnings Reviews

Digesting the strong results of these two behemoths.

Brad Freeman
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