EQT Q4 FY12/24 Earnings Review
On Fire
Earnings Analysis
Chevron (CVX) Q4 FY12/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Airbnb (ABNB) – Q4 FY12/2024 earnings review
Management had long signalled the eventual launch of new products and services, and in the latest earnings call they finally announced: “The next chapter” begins May 2025.
ExxonMobil Q4 FY12/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
CrowdStrike Q4 FY1/25 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
BDC Report for Q4: “The Party’s Over”
Pass The Seltzer?
Micron Q2 FY8/25 Earnings Review
A Wee DRAM
Marvell Technologies Q4 FY1/25 Earnings Review
Not Looking Very Marvell-ous Right Now
SentinelOne Q4 FY1/25 Earnings Review
Not quite crash and burn, but close.
Okta Q4 FY1/25 Earnings Review
$OKTA, Presently A Levered Play On $QQQ