Quaterly Earning & Call review

Lululemon Detailed Q3-25

When a Fired CEO is a Good CEO

Dec 12, 2025 • The Few Bets That Matter

Adobe Detailed Q3-25 Review

Good companies do not deserve great premiums

Dec 11, 2025 • The Few Bets That Matter

Palo Alto Detailed Q3-25 Review

The future AI cybersecurity giants continue to execute.

Nov 26, 2025 • The Few Bets That Matter

Alibaba Detailed Q3-25 Review

Another quarter, more confirmations

Nov 25, 2025 • The Few Bets That Matter

Nvidia Detailed Q3-25 Review

No accounting fraud. No AI bubble.

Nov 22, 2025 • The Few Bets That Matter

On Running Q3-25 Detailed Review

Great results and massive optimism

Nov 12, 2025 • The Few Bets That Matter

Nebius Q3-25 Detailed Review

When capacity is the bottleneck

Nov 11, 2025 • The Few Bets That Matter

AsteraLabs Q3-25 Detailed Review

The thesis is not confirms but early signs are encouraging

Nov 7, 2025 • The Few Bets That Matter

Duolingo Q3-25 Detailed Review

Nov 6, 2025 • The Few Bets That Matter

Arista Network Q3-25 Detailed Review

Still expensive

Nov 5, 2025 • The Few Bets That Matter

Uber Q3-25 Detailed Earning Review

Consumers are weak, but not Uber's consumers

Nov 4, 2025 • The Few Bets That Matter

Palantir Q3-25 Detailed Review

When success bothers

Nov 4, 2025 • The Few Bets That Matter

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