Earnings Analysis

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

Bank of America (BAC) 2023 Q4 Earnings Review

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

Cloudflare Q4 FY12/23 Earnings Review

Read even if you don't follow Cloudflare. Lot

The Trade Desk Q4 FY12/23 Earnings Review

TTD, a member of the Inner Circle High Beta Portfolio,

Service Upgrade News

The Next Step Towards Investing Nirvana. DISCLAIMER: This note is