ASML Q3 FY12/25 Earnings Review
Louder Than Bombs
Earnings Analysis
Income Sucks!
BDCs x FOMO
Public Health Without The Jab - Part II
Shoot Your Shot In Healthcare II
Public Health Without The Jab - Part I
Shoot Your Shot In Healthcare
Chevron Q2 FY12/25 Earnings Review
Rotation 101
ExxonMobil Q2 FY12/25 Earnings Review
Number Salad, Line Signal
Micron Q4 FY8/25 Earnings Review
The Air Is Getting Thin Up Here
SentinelOne Q2 FY1/26 Earnings Review
Growth, leashed.
NO PAYWALL: CoreWeave, Capex And The AI Belief System
When Balance Sheets Resemble Event Horizons For Money
Initiating Coverage of Figma
Why Buying IPOs Is Usually A Bad Idea