ONON
News of the Week
News of the Week (March 23-27, 2026)
Table of Contents * 1. Updated Fast Growth PEG Ratio Comp Sheet * 2. Meta (META) – Legal Issues & More * a. Legal Issues * b. More * 3. Uber
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Earnings Review
Sea Limited & On Holding Earnings Reviews
Table of Contents * 1. On Holding (ONON) – Earnings Review * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation
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News of the Week
News of the Week (January 26 - 30, 2026)
Housekeeping: As a reminder, if you’re a Max subscriber, you have access to the Discord room. That’s where I will field your questions
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CAVA
Cava & On Running Earnings Reviews
Earnings reviews to read from this current season: * Trade Desk, Duolingo & DraftKings earnings reviews * Uber & Shopify earnings reviews * Lemonade, Hims & Coupang Earnings
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