Earnings Review
META
Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications
Dissecting 3 earnings reports and some GenAI disruption
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SOFI
SoFi Q4 2024 Earnings Review
Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Credit Health & Balance Sheet * Vintage Analysis: * Deposits: * More than Fair Value
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TTD
News of the Week (Jan 13 - 17, 2025)
Table of Contents * 1. The Trade Desk (TTD) — M&A * 2. SoFi (SOFI) — Asset Light Lending Growth * 3. Duolingo (DUOL) — Updates * 4. Earnings Season
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