Digesting these two important earnings reports.
Coverage of the Coffee Titan's preliminary quarterly results.
American Express; Bank of America; Disney; Starbucks; ASML; Intuitive Surgical; SentinelOne; SoFi; Sell-Side Notes; Headlines; Macro
Working through some portfolio management thoughts as we enter the busy season.
Digesting the results of these two large caps.
Detailing the business model, prospects and risks of a banking disruptor.
Amazon; Alphabet; Celsius; Tesla; Piper Sandler Teen Survey; SoFi; JP Morgan; Cloudflare; Headlines; Macro
Nike; Tesla; Sell-Side Notes; EBIT Comp Sheets; Hims; Amazon; Nu; SoFi; Headlines; Macro
SoFi; Duolingo; Micron; Meta; Visa; Uber; Nu; Lemonade; Market Headlines; Macro
Trim
Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro