
Specific news and analysis on individual public companies.
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Next week will include more coverage from all of the investor conferences this month. I am getting married on Saturday, so I am going to get everything done by Thursday. I will likely be slower to answer your questions Thursday-Sundar and I...
Table of Contents
a. My Performance
Overall:
Year-to-date:
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Table of Contents
1. Oracle (ORCL) – Brief Earnings Snapshot
a. Demand
b. Profits...
a. Updated Performance
Overall:
Year-to-date:
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Become a paying subscriber to get access to this post and a boatload of other subscriber-only content. Read the stock market newsletter rea...
The following detailed earnings reviews were sent during the week:
Zscaler
Snowflake
Broadcom
MongoDB
Palo Alto
There was also a portfolio change this week so I updated my holdings and performance.
Next week, I wi...
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