Earnings Review

News of the Week (March 10 - 14, 2025)

SentinelOne, Oracle & Block (Part 2) Earnings Reviews

News of the Week (March 3-7, 2025)

Zscaler & On Running Earnings Reviews

Dissecting two more earnings reports.

CrowdStrike Earnings Review, Uber CEO Interview & 4 Earnings Snapshots

Snowflake & Duolingo Earnings Reviews

Carefully working through these two earnings reports.

Nvidia & Cava Earnings Reviews + Snowflake Earnings Snapshot

Contextualizing more earnings reports.

Lemonade Earnings Review

Detailing the results of this insurance disruptor.

Coupang (CPNG) Q4 2024 Earnings Review

Exploring the results of this Korean Giant.

Mercado Libre (MELI) – Earnings Review

Reviewing the impressive results of this Latin American Titan.

Nu (NU) – Earnings Review

Exploring the results of this Latin American Disruptor

The Trade Desk Earnings Review + a Robinhood Snapshot

Digesting the underwhelming results of this special compounder.