Bradley Freeman - Stock Market Nerd

Cava Q2 2026 Earnings Review

Other Recent Earnings & Portfolio Management Coverage: * A portfolio change and performance update. * Spotify Detailed Earnings Review * Nu Detailed Earnings Review * Cloudflare Detailed Earnings Review * Sea Limited Detailed Earnings Review * On Holding Detailed

News of the Week (August 10-14, 2026)

The vast majority of this week's news has been published. In case you missed it: * A portfolio change and performance update. * Spotify Detailed Earnings Review * Nu Detailed Earnings Review * Cloudflare Detailed

Spotify Q2 2026 Earnings Review

Read 25+ earnings reviews from this season here. See my current portfolio & performance here. Table of Contents * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Guidance & Valuation * e. Call

Nu Q2 2026 Earnings Review

Read 25+ earnings reviews from this season here. See my current portfolio & performance here. Read my Nu Deep Dive here. Table of Contents * a. Demand * b. Profits & IFRS margins * c. Balance

Portfolio & Performance Updates

Table of Contents * a. Performance vs. the S&P 500 * b. Portfolio Changes * c. Portfolio Management Strategy Snapshot * d. Updated Holdings a. Performance vs. the S&P 500 Overall: