GTLB

News of the Week

News of the Week (December 1-5, 2025)

Most of this week's content has already been sent: * CrowdStrike & MongoDB Earnings Reviews. * Snowflake Earnings Review, ServiceNow M&A & PayPal

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JPM

News of the Week (October 13-17, 2025)

Sections 3-14 are for paid subscribers. These sections include commentary on First Brands and Tricolor implications, as well as updates on PayPal, Uber, Flutter,

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GTLB

News of the Week (September 1 - 5, 2025)

Earnings reviews, investor conferences & other contextualized news from the week.

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Earnings Review

News of the Week (June 9-13, 2025)

Links to 40 detailed earnings reviews from this season Link to my current portfolio & performance vs. the S&P 500 Table of Contents

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Earnings Review

CrowdStrike Earnings Review, Uber CEO Interview & 4 Earnings Snapshots

In case you missed it: * Nvidia & Cava Earnings Reviews * Lemonade Earnings Review * Coupang Earnings Review * SoFi Earnings Review * Netflix Earnings Review * Nu Earnings Review

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