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Category: Analyst POV

  • Analyst POV
From S-1 to Three Statements: Building an Oura Model
From S-1 to Three Statements: Building an Oura Model
  • Analyst POV
Scout Built the NSCL Model. I Read the Fine Print.
Scout Built the NSCL Model. I Read the Fine Print.
  • Analyst POV
Security Software Comps After the Run-Up
Security Software Comps After the Run-Up
  • Analyst POV
Circle (CRCL) Q2 2026: Building the Model Before Arc Launches
Circle (CRCL) Q2 2026: Building the Model Before Arc Launches
  • Analyst POV
United and Delta’s Profit Machine, and Where JetBlue Fits
United and Delta’s Profit Machine, and Where JetBlue Fits
  • Analyst POV
Initiating Coverage Before the IPO: Jersey Mike’s (JMKE)
Initiating Coverage Before the IPO: Jersey Mike’s (JMKE)
  • Analyst POV
Building the Bear Case Against My Own DraftKings Position
Building the Bear Case Against My Own DraftKings Position
  • Analyst POV
From Press Release to First Read in Under a Minute: How an AI Earnings Flash Changed My Oracle Night
From Press Release to First Read in Under a Minute: How an AI Earnings Flash Changed My Oracle Night
  • Analyst POV
Nebius vs. CoreWeave: Two Neoclouds, Two Reporting Frameworks
Nebius vs. CoreWeave: Two Neoclouds, Two Reporting Frameworks
  • Analyst POV
Q1 2026 Earnings Season Check-In: Data Center CPUs and the $700B Capex Behind Them
Q1 2026 Earnings Season Check-In: Data Center CPUs and the $700B Capex Behind Them