Compounding Your Wealth
SergeyLong-term investing strategies. Deep Dive into growth stocks and detailed analysis of earnings reports to empower your investment decisions.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 457 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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sergeycyw.substack.comLatest Issues
MercadoLibre, AppLovin, Axon Earnings Q2 2026
Table of Contents
Detailed Earnings Analysis:
MercadoLibre , AppLovin , Axon .
MercadoLibre
Financial Results:
↗️$10,169M rev (+49.8% YoY, +15.0% QoQ) beat est by 3.8%
↘️GM (40.9%, -4.7 PPs YoY)🟡
↘️Operating Margin (6....
Shopify Earnings & AMD Q2 2026 Snapshot
Table of Contents
Detailed Earnings Analysis:
Shopify .
Earnings Snapshot:
AMD .
Shopify
Financial Results:
↗️$3,583.0M rev (+33.7% YoY, +13.0% QoQ) beat est by 4.2%
↘️GM* (47.7%, -0.9 PPs YoY)🟡
➡️Operating Margin* (1...
Palantir Earnings & Grab Q2 2026 Snapshot
Table of Contents
Detailed Earnings Analysis:
Palantir .
Earnings Snapshot:
Grab .
Palantir
Financial Results:
↗️$1,936M rev2+92.8% YoY, +18.6% QoQ) beat est by 7.5%
↗️Gross Margin* (84.7%, +2.8 PPs YoY)
↗️Operating Mar...
My Stock Portfolio Review, July 2026
Portfolio Performance Overview and Key Stock Highlights
Hello, Investor,
SaaS valuation, weekly recap
Each week, I’ll publish a recap breaking down the key valuation metrics across the SaaS sector, highlighting where growth, efficiency, and market expectations intersect.
This week, Microsoft and Amazon reported earnings, and all three hype...
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Authors
The writers behind this newsletter.
I'm an individual growth stock investor. My writing focuses on quality stocks, investor mindset, portfolio management, and personal finance.
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