This Q1 $TSLA earnings report is going to require 🍿 even more than it usually does.

Barclays came out with a note today. It expects $PYPL to outperform on transaction margin dollar guidance.

Whether that's due to branded growth... unbranded software upsells... a ridiculously sandbagged guide... or a mixture...

This is needed. Great news if they're right.

InvestingBear and I are really excited to chat with Brad Freeman and learn from the best.

Talk a few companies (like $UBER and $NU perhaps) and try and drill down how he manages to get any sleep, a personal interest of mine 😴, during earning seasons

Hope you can make it.

$NU investment case first draft is done. 🙂👍

Now just needs to go through several rounds of edits to make sure it's absolutely perfect.

Still fully plan on publishing this month.

If you know your holdings like the back of your hand...

If you track their fundamental execution...

If you properly diversify...

& if you have funds to allocate...

Pullbacks are things to be excited for... not terrorized by.

ANNOUNCEMENT 🚨: After years of requests for this feature, we are very excited to say that site-wide dark mode is now available. At the top right of the site next to your name, simply click the moon to go dark and the sun to go light.

More of this. A whole lot of just sitting on my hands & doing nothing with the portfolio today.

It is easy to stick to our process & avoid impulsivity as a long term investor when markets are ripping endlessly higher.

It's harder & more important to do these things when markets aren't.

Earnings season is back. 🙂🤓

One pager schedule for the week -- $BAC $TSM $NFLX $ISRG $AXP

All reviews will be posted in Saturday's news of the week article.

Will loop $DFS credit metrics into the $AXP section.

Can't wait!

Earnings season is back. 🙂🤓

One pager schedule for the week -- $BAC $TSM $NFLX $ISRG $AXP

All reviews will be posted in Saturday's news of the week article.

Will loop $DFS credit metrics into the $AXP section.

Can't wait!

It is easy to stick to our process & avoid impulsivity as a long term investor when markets are ripping endlessly higher.

It's harder & more important to do these things when markets aren't.

Valuable data on $LULU competition from today's newsletter:

$AMZN quietly debuted a new low-price marketplace in India this week called 'Bazaar.'

Probably the most compelling international market at this point. Young, giant & growing population. Proliferating middle class. Business & USA-friendly government.

This makes a ton of sense.

Tomorrow morning, nearly 40K readers in 174 countries get detailed news & insight on:

1) $GOOGL & $META chip developments
2) Meaningful $LULU & $NKE Data
3) $SOFI Channel Partner
4) $JPM Earnings
5) $AMZN Letter
6) My Updated Portfolio

etc.

Link in bio to subscribe for free.

$AMZN quietly debuted a new low-price marketplace in India this week called 'Bazaar.'

Probably the most compelling international market at this point. Young, giant & growing population. Proliferating middle class. Business & USA-friendly government.

This makes a ton of sense.

Tomorrow morning, nearly 40K readers in 174 countries get detailed news & insight on:

1) $GOOGL & $META chip developments
2) Meaningful $LULU & $NKE Data
3) $SOFI Channel Partner
4) $JPM Earnings
5) $AMZN Letter
6) My Updated Portfolio

etc.

Link in bio to subscribe for free.