Earnings Analysis

Iridium Q4 FY12/23 Earnings Review

DISCLAIMER: This note is intended for US recipients only and,

Autodesk Q4 FY1/24 Earnings Review

DISCLAIMER: This note is intended for US recipients only and,

Snowflake Q4 FY1/24 Earnings Review

I Liked It So Much I Bought The Dip DISCLAIMER:

ZScaler Q2 FY7/24 Earnings Review

Still Our Top Pick In Cybersecurity. DISCLAIMER: This note is

Salesforce Q1 FY1/24 Earnings Review

Oracle, Salesforce, Salesforce, Oracle … So Hard To Tell Them Apart

Okta Q4 FY1/24 Earnings Review

Now Looking Like A Real Company! DISCLAIMER: This note is

Matterport Q4 FY12/23 Earnings Review

Rocket Lab Q4 FY12/23 Earnings Review

A VC play with a tradable ticker. DISCLAIMER: This note

Unity Technologies Q4 FY12/23 Earnings Review

Want To Own A Restructuring Play? This Is What Restructuring

Inner Circle - Model Portfolio Review

So far so good. DISCLAIMER: This note is intended for