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Earnings ReviewEarnings Review
Snowflake & Duolingo Earnings Reviews

Snowflake & Duolingo Earnings Reviews

Carefully working through these two earnings reports.

Brad Freeman
Portfolio UpdatePortfolio Update
Portfolio & Performance Update
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Portfolio & Performance Update

Brad Freeman
Earnings ReviewEarnings Review
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Nvidia & Cava Earnings Reviews + Snowflake Earnings Snapshot

Nvidia & Cava Earnings Reviews + Snowflake Earnings Snapshot

Contextualizing more earnings reports.

Brad Freeman
Earnings ReviewEarnings Review
Lemonade Earnings Review

Lemonade Earnings Review

Detailing the results of this insurance disruptor.

Brad Freeman
Earnings ReviewEarnings Review
Coupang (CPNG) Q4 2024 Earnings Review

Coupang (CPNG) Q4 2024 Earnings Review

Exploring the results of this Korean Giant.

Brad Freeman
PayPal Investor Day Review

PayPal Investor Day Review

A detailed look into today's event.

Brad Freeman
Hims Q4 2024 Earnings Review

Hims Q4 2024 Earnings Review

Digesting the noisy results of this company.

Brad Freeman
MicrosoftMicrosoft
Microsoft Data Center News
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Microsoft Data Center News

Brad Freeman
News of the WeekNews of the Week
Remaining News of the Week (February 17 - 21, 2025)

Remaining News of the Week (February 17 - 21, 2025)

Brad Freeman
Portfolio UpdatePortfolio Update
Portfolio Update
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Portfolio Update

Some purchases.

Brad Freeman
Earnings ReviewEarnings Review
Mercado Libre (MELI) – Earnings Review

Mercado Libre (MELI) – Earnings Review

Reviewing the impressive results of this Latin American Titan.

Brad Freeman
Portfolio UpdatePortfolio Update
Portfolio Update
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Portfolio Update

Current holdings & performance

Brad Freeman
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Specific news and analysis on individual public companies.

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Specific news and analysis on individual public companies.

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