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F. Research Sessions (Faceoff Friday)
Friday Face-Offs
HIMS Lesson #1: Business Overview and analysis with Tom (65:24)
HIMS Lesson #2: Financial Statements Overview with Tom (60:25)
HIMS Lesson #3: Finalizing initial research, Conferance Calls, and TAM (62:14)
Final Episode: Faceoff Friday with Jeremy (42:44)
DISCA Lesson #1: Business Overview and analysis with Warren (64:05)
DISCA Lesson #2: Brand, TAM and Qualitative Analysis with Warren (71:22)
DISCA Lesson #3 Financials with Warren (57:46)
Final Episode: DISCA Merger and Valuation Metrics (71:29)
ABNB Lesson #1: Live research with Tom (64:47)
ABNB Lesson #2: Business Overview and Analysis with Tom (53:36)
ABNB Lesson #3: TAM and Financials with Tom (42:29)
ABNB Final Episode: Faceoff Friday with Jeremy and Tom (34:32)
BROS Lesson #1: Business Overview and Analysis with Warren (59:16)
BROS Lesson #2: Growth Prospects with Warren (73:43)
BROS Lesson #3: Financials with Warren (63:38)
BROS Lesson #4: Recap and Back of the E Valuation with Warren (64:02)
PYPL Lesson #1: Business Overview and Live Research with Nimi (75:02)
PYPL Lesson #2: Growth Projections with Nimi (80:28)
PYPL Lesson #3: Financials and Valuation Nimi (64:30)
PYPL Final Episode: Face-off Friday with Jeremy (51:07)
LMND Lesson #1: Business Overview and Analysis with Warren (83:10)
LMND Lesson #2: Growth Prospects with Warren (74:25)
LMND Lesson #3: Financials with Warren (69:29)
LMND Lesson #4 Recap and Valuation with Warren (60:20)
TDOC Lesson #1: Live Research with Tom (50:35)
TDOC Lesson #2: Financials with Tom (66:06)
TDOC Lesson #3: TAM and Quick Analysis with Tom (55:48)
TDOC Final Episode: Face-off Friday with Jeremy (42:13)
SQ Lesson #1: Business Overview with Nimi (70:14)
SQ Lesson #2 Current State +Revenue Analysis With Nimi (68:00)
SQ Lesson #3 Projections and Valuation With Nimi (67:35)
SQ Final Episode: Face-off Friday with Jeremy (38:48)
Sofi Lesson #1: Business Overview with Warren (63:14)
Sofi Lesson #2 S1 Review and products with Warren (69:20)
Sofi Lesson #3 S1 Review and revenue segment with Warren (58:46)
Sofi Lesson #4 Competitor Analysis with Warren (64:27)
Sofi Lesson #5 Financials Week with Warren S1 (74:12)
Sofi Lesson #6 Financials Week with Warren S2 (79:51)
Sofi Lesson #7 Financials Week with Warren S3 (58:39)
CELH Lesson #1 Business Overview with Tom (60:40)
CELH Lesson #2 Financials with Tom (54:56)
CELH Lesson #3: Summary with Tom (55:18)
CELH Final Episode: Face-off Fridays with Tom (26:08)
CELH 10Q Analysis with Tom S1 (58:27)
CELH: Deep Dive on Financials with Tom S2 (28:27)
CELH: Final Overview with Tom (30:13)
NFLX Lesson #1: Business Overview with Nimi (61:08)
NFLX Lesson #2 Review and Financials with Nimi (63:18)
NFLX Lesson #3 Projections and Valuation With Nimi (65:48)
NFLX Final Episode: Face-off Friday with Jeremy (28:13)
NFLX Financials Week: Review and 10K Analysis with Nimi (66:17)
NFLX Financials Week with Nimi S2 (62:50)
ELY Lesson #1: Business Overview and Live Research with Beatrice (51:57)
ELY Lesson #2 10K and Financials with Beatrice (61:34)
ELY Lesson #3: Projections and Valuation With Beatrice (57:38)
ELY Final Episode: Faceoff Friday with Jeremy (21:44)
ELY Financials Week with Beatrice S1 (50:40)
ELY Financials Week with Beatrice S2 (59:20)
Palantir Lesson #1: Business Overview with Warren (53:51)
Palantir Lesson #2: Business & Products with Warren (66:15)
Palantir Lesson #3: Palantir Investments and Financials with Warren (60:06)
Palantir Lesson #4: Earnings Call & Presentation with Warren (56:52)
Palantir Lesson #5: Valuations with Warren (54:44)
Palantir Lesson #6: Competitor Analysis and Final Projections with Warren (58:52)
UBER Lesson #1: Business Overview with Nimi (57:17)
UBER Lesson #2: Financials with Nimi (59:21)
UBER Lesson #3 Projection and Valuation with Nimi (62:10)
UBER Final Episode: Faceoff Friday with Jeremy (25:40)
BARK Lesson #1: Business Overview with Warren (45:02)
BARK Lesson #2: Deeper 10K overview with Warren (53:55)
BARK Lesson #3: Competitor Analysis with Warren (56:14)
BARK Lesson #4: Conference Calls and Guidance with Warren (46:06)
BARK Lesson #5: Financials Overview with Warren (44:45)
BARK Lesson #6: Valuations and Final Recap with Warren (57:55)
UPWK Lesson #1: Reviewing products with Warren (44:29)
UPWK Lesson #2: Business Overview with Warren (53:44)
UPWK Lesson #3: Business Model with Warren (52:56)
UPWK Lesson #4: Q4 Earnings and Guidance Transcript with Warren (57:03)
UPWK Lesson #5: Competitor Analysis with Warren (46:04)
UPWK Lesson #6: Valuations with Warren (49:30)
DIS Lesson #1: Business Overview with Tom (53:27)
DIS Lesson #2: Review and Financials with Tom (53:31)
DIS Lesson #3: Projection and Valuation with Tom (56:35)
DIS Financials Week with Tom S1 (54:21)
DIS Financials Week with Tom S2 (53:37)
DIS Faceoff Friday with Jeremy and Tom (30:43)
UPST Lesson #1: Business Overview with Nimi (59:15)
UPST Lesson #2: Review and Financials with Nimi (58:44)
UPST Lesson #3: Risks and Valuation with Nimi (60:27)
UPST Lesson #4: Face-off Friday with Jeremy and Nimi (21:15)
UPST Financials Week with Nimi S2 (67:04)
SHOP Lesson #1: Business Overview with Warren (48:50)
SHOP Lesson #2: Business Model & Products with Warren (49:51)
SHOP Lesson #3: 10K Deep dive with Warren (47:26)
SHOP Lesson #4: Competitor Analysis with Warren (55:33)
SHOP Financials Week with Warren (57:26)
LAC Lesson #1: Business Overview with Tom (57:28)
LAC Lesson #2 and #3: Financials with Tom (114:08)
LAC #4 Financials Week with Tom S1 (63:38)
LAC #5 Financials Week with Coach Tom S2 (43:06)
ETSY Lesson 1 - Business Overview (60:43)
ETSY Lesson 2 - TAM and Financials (57:58)
ETSY Lesson 3 - Projections (57:57)
ETSY Lesson 4- Recap (29:51)
ETSY Lesson 5- Financial Week Session 1 (58:55)
ETSY Lesson 6 - Financial Week Session 2 (53:02)
NVIDIA Lesson #1 - Business Overview with Coach Warren (40:49)
NVIDIA Lesson #2 - Business Model and Products with Coach Warren (36:11)
NVIDIA Lesson #3 - 10K Deep Dive with Coach Warren (27:23)
NVIDIA Lesson #4 - Q1 2023 Earnings with Coach Warren (49:54)
NVIDIA Lesson #5 - Financial Weeks S1 with Coach Warren (26:49)
NVIDIA Lesson #6 - Financials Week S2 with Coach Warren (43:18)
JOUT Lesson #1 - Business Overview with Coach Tom (59:20)
JOUT Lesson #2: Reviews and Financials with Coach Tom (57:06)
JOUT Lesson #3: Deep Dive into Financials with Coach Tom (43:22)
JOUT Lesson #4 :Valuations and Wrap-up with Coach Tom (29:01)
SPOT Lesson #1 : Business Overview with Coach Nimi (60:19)
SPOT Lesson #2 : Financials With Coach Nimi (59:49)
SPOT Lesson #3: Valuation with Coach Nimi (57:19)
SPOT Lesoon #4: Investor Presentation with Caoch Nimi (62:41)
GOOGL Lesson #1: Business Overview with Coach Warren (31:22)
GOOGL Lesson #2: Deeper 10-K Overview with Coach Warren (46:01)
GOOGL Lesson #3: Q2 2022 Earnings with Coach Warren (57:22)
GOOGL Lesson #4: Financials Week with Coach Warren S1 (60:06)
GOOGL Lesson #5: Financials Week with Coach Warren S2 (35:46)
RACE Lesson #1 : Business Overview with Coach Nimi (61:49)
RACE Lesson #2 - Financials with Coach Nimi (56:09)
RACE Lesson #3 - Conference Call with Coach Nimi (62:37)
RACE Lesson #4- Valuation with Coach Nimi (66:05)
RACE Lesson #5: Financial Week Part One (58:09)
RACE Lesson #6- Financial Week Part Two with Coach Nimi (57:47)
FUBO Lesson #1: Business Overview with Coach Warren (54:00)
FUBO LESSON #2: 10K Deep Dive (65:25)
FUBO Lesson #3: 10Q Deep Dive (66:12)
FUBO Lesson #4: Competitor Comparison (51:53)
TTDKY Lesson #1: Business Overview with Coach Nimi (60:38)
TTDKY Lession #2: Business Segments with Coach Nimi (63:49)
TTDKY Lesson #3: Q2 Conference Call with Coach Nimi (58:36)
TTDKY Lesson #4: Projections with Coach Nimi (54:28)
CROX Lesson #1: Business Overview with Coach Warren (59:06)
CROX Lesson #2: 10K Deep Dive & MD&A with Coach Warren (56:18)
CROX Lesson #3: Continuation of 10K+MD&A and Q2 2022 Earnings Transcript with Coach Warren (73:41)
CROX Lesson #4 Competetive Comparison with Coach Warren (74:56)
CROX Lesson #5 Financials Week S1 with Coach Warren (72:48)
CROX Lesson #6 Financials Week S2 with Coach Warren (72:31)
COIN Lesson #1: Business Overview with Coach Nimi (61:58)
COIN Lesson #2: Current State with Coach Nimi (61:12)
COIN Lesson #3: Q2 Conference Call with Coach Nimi (58:51)
COIN Lesson #4: Projections with Coach Nimi (55:34)
Coin Lesson #5: Financial Week Day 1 with Coach Nimi (64:04)
Coin Lesson 6:Financial Week Day 2 with Coach Nimi (66:57)
AMD Lesson 1: Business Overview with Coach Warren (61:26)
AMD Lesson #2: 10K Deep Dive with Coach Warren (15:23)
AMD Lesson #3: 10Q Deep Dive with Coach Warren (49:49)
AMD Lesson 4: Competitor Comparison with Coach Warren (67:27)
AMD Lesson #5: Financials Week with Warren S1 (74:28)
AMD Lesson #6: Financials Week with Coach Warren S2 (64:55)
NIO Lesson #1: Business Overview with Coach Nimi (71:54)
NIO Lesson #2: Competition Analysis &TAM with Coach Nimi (66:50)
NIO Lesson #3: Q3 Deep Dive with Coach Nimi (59:14)
NIO Lesson #4: Conference Call with Coach Nimi (61:57)
NIO Lesson #5: Financial Week Day 1 with Coach Nimi (58:20)
NIO Lesson #6 Financial Week Day 2 with Coach Nimi (62:11)
META Lesson #1: Business Overview with Coach Warren (49:03)
META Lesson #2: 10K Deep Dive with Coach Warren (61:16)
META Lesson #3: Q3 Earnings Call with Coach Warren (61:36)
META Lesson #4: 10Q Deep Dive with Coach Warren (47:21)
META Lesson #5: Valuation with Coach Warren (44:50)
META Lesson #6: Final Session + Adobe&Disney Overview (44:56)
NKE Lesson #1: Business Overview with Coach Nimi (63:04)
NKE Lesson #2: Tam & Market Share with Coach Nimi (62:30)
NKE Lesson #3: 10k Overview with Coach Nimi (55:52)
NKE Lesson #4: FY 23 Q1 Conference Call with Coach Nimi (61:24)
NKE Lesson #5: Financial Week Day 1 with Coach Nimi (57:34)
NKE Lesson #6: Financial Week Day 2 with Coach Nimi (55:55)
AMZN Lesson #1: Business Overview with Coach Warren (45:06)
AMZN Lesson #2: 10K Deep Dive with Coach Warren (48:25)
AMZN Lesson #3: Q3 2022 Earnings Call with Coach Warren (56:19)
AMZN Lesson#4: Qualitative Analysis + 10Q with Coach Warren (66:02)
AMZN Lesson #5: Financials Week S1 with Coach Warren (32:25)
AMZN Lesson #6: Financials Week S2 with Coach Warren (55:15)
LCID Lesson #1: Business Overview with Coach Nimi (60:36)
LCID Lesson #2: Current State with Coach Nimi (58:46)
LCID Lesson #3: Q3 Conference Call with Coach Nimi (63:17)
LCID Lesson #4: Projections with Coach Nimi (57:16)
SHOP Lesson #1: Business Overview with Coach Warren (2023) (53:37)
SHOP Lesson #2: 40-F Deep Dive with Coach Warren (64:40)
SHOP Lesson #3: 10-Q Deep Dive with Coach Warren (60:37)
SHOP Lesson #4: Q3 2022 Earnings Call with Coach Warren (58:55)
SHOP Lesson #5: Financials Week with Coach Warren S1 (67:08)
SHOP Lesson #6: Financials Week with Coach Warren S2 (56:23)
PLTR Lesson #1:Business Overview With Coach Nimi (70:00)
PLTR Lesson #2: Products with Coach Nimi (67:00)
PLTR Lesson #3: Q4 Results with Coach Nimi (61:28)
PLTR Lesson #4: Conference Call & Investor Presentation with Coach Nimi (61:48)
PLTR Lesson#5: Financial Week Day #1 with Coach Nimi (65:39)
PLTR Lesson #6: Financial Week Day #2 with Coach Nimi (68:36)
CPNG Lesson #1: Business Overview with Warren (58:53)
CPNG Lesson #2: 10-K Deep Dive with Warren (66:06)
CPNG Lesson #3: Q4 Earnings Call with Warren (47:01)
CPNG Lesson #4: Competitor Analysis with Warren (33:27)
CPNG Lesson #5: Financial Week With Warren S1 (48:51)
CPNG Lesson #6: Financials Week with Warren S2 (Valuations) (60:24)
TXRH Lesson #1: Business Overview with Coach Nimi (65:38)
TXRH Lesson #2: Social Media Reviews with Coach Nimi (59:09)
TXRH Lesson #3: Current State and Financials with Coach Nimi (53:53)
TXRH Lesson #4: Q4 Conference Call with Coach Nimi (59:46)
TXRH Lesson #5: Financial Week Day 1 with Coach Nimi (57:04)
TXRH Lesson #6: Financial Week Day 2 with Coach Nimi (56:55)
CELH Lesson #1: Porduct Review with Coach Nimi (61:27)
CELH Lesson #2: 10K Deep Dive with Coach Nimi (60:00)
CELH Lesson #3: Q4 CC with Coach Nimi - (CC sound is muted until 13:00) (66:44)
CELH Lesson #4: TAM, Market Share with Coach Nimi (62:45)
CELH Lesson #5: Financial Week Day #1 with Coach Nimi (60:24)
CELH Lesson #6: Financial Week Day #2 with Coach Nimi (64:21)
RH Lesson #1: Business Overview with Warren (50:09)
RH Lesson #2: Business Model & 10-K Deep Dive with Warren (35:22)
RH Lesson #3: 10-K Continuation and Competitor Analysis with Warren (43:02)
RH Lesson #4: Financial Week with Warren (43:51)
AMD Lesson #1 Business Overview with Coach Nimi (5/9/23) (66:08)
AMD Lesson #2 TAM and Makret Share with Coach Nimi (62:53)
AMD Lesson #3: Q4 2022 Conference Call with Coach Nimi (58:27)
AMD Lesson #4: Investor Presentation and Xilinx Acquisition with Coach Nimi (64:20)
AMD Lesson #5: Financial Week Day #1 with Coach Nimi (64:28)
AMD Lesson #6: Financial Week Day #2 with Coach Nimi (73:19)
PCOR #1: Business Overview with Warren (5/23/23) (65:32)
PCOR Lesson #2: 10-K Deep Dive with Warren (5/24/23) (60:04)
PCOR Lesson #3: Continuation of 10-K & Q1 2023 Earnings Conference Call Transcript with Warren (5/25/23) (50:18)
PCOR Lesson #4: Q1 2023 Earnings Call Continuation and Competitor Analysis with Warren (5/26/23) (62:03)
PCOR Lesson #5: Financials Week with Warren S1 (5/30/23) (42:50)
PCOR Lesson #6: Financials Week with Warren S2 (5/31/23) (31:33)
PYPL Lesson #1 : Business Overview with Nimi (6/6/23) (68:20)
PYPL Lesson #2: Current State and Buybacks Breakdown with Nimi (6/7/23) (59:13)
PYPL Lesson #3: Q1 Conference Call with Nimi (6/8/23) (63:31)
PYPL Lesson #4: Projections with Nimi (6/9/23) (54:30)
TGT Lesson #1: Business Overview with Warren (6/20/23) (50:17)
TGT Lesson #2: 10-K Deep Dive with Warren (6/21/23) (49:46)
TGT Lesson #3: 10-K Continuation and Q1 2023 Earnings Call Transcript with Warren (6/22/23) (52:17)
TGT Lesson #4: Continuation of Q1 2023 Earnings Call Transcript & Competitor Analysis with Warren (6/23/23) (59:52)
TGT Lesson #5: Financials Week with Warren S1 (6/27/23) (56:53)
TGT Lesson #6: Financials Week with Warren S2 (6/28/23) (49:11)
CRWD Lesson #1: Business Overview with Nimi (7/11/23) (56:34)
CRWD Lesson#2: Investor Presentation and 10k with Nimi (7/12/23) (63:53)
CRWD Lesson #3: Q1 FY 2024 CC with Nimi (7/13/23) (58:53)
CRWD Lesson#4: Competition with Nimi (7/14/23) (59:20)
CRWD Lesson #5: Financial Week Day 1 with Nimi (7/18/23) (60:25)
CRWD Lesson #6 Financial Week Day 2 with Nimi (7/19/2023) (64:26)
ENPH Lesson #1: Business Overview with Warren (7/25/23) (55:46)
ENPH Lesson #2: 10-k Deep Dive with Warren (7/26/23) (53:58)
ENPH Lesson #3: Continuation of 10-K with Warren (7/27/2023) (59:44)
ENPH #4: Q2 2023 Earnings Call Transcript with Warren (7/28/2023) (64:35)
ENPH #5 Financial Week Day with Warren (8/1/2023) (20:35)
ENPH #6 Financial Week Day 2 with Warren (8/2/2023) (74:09)
MAT Lesson #1: Business Overview with Nimi (61:26)
MAT Lesson #2: 10K and 10Q with Nimi (64:33)
MAT Lesson #3- Q2 CC with Nimi (59:00)
MAT Lesson #4 - Projections with Nimi (55:51)
BROS Lesson #1: Business Overview with Warren (50:34)
BROS Lesson #2: 10-K Deep Dive with Warren (61:49)
BROS Lesson #3: Q2 2023 Earnings Call Transcript with Warren (63:29)
BROS Lesson #4: Competitor Analysis with Warren (8/29/23) (72:10)
BROS Lesson #5: Financials Week with Warren (8/30/23) (55:51)
BROS Lesson #6: Financials Week with Warren S2 (8/31/23) (49:32)
NKE Lesson #1: Old Thesis Recap with Nimi (59:15)
NKE Lesson #2: Trends and FY23 Numbers with Nimi (58:10)
NKE Lesson #3: Q4 FY23 CC with Nimi (55:50)
NKE Lesson #4: Projections with Nimi (57:02)
NKE Lesson #5: Valuation with Nimi (56:23)
HOOD Lesson #1: Business Overview with Warren (40:19)
HOOD Lesson #2: Deep Dive 10-K with Warren (46:50)
Hood Lesson #3: Continuation of 10-K and Q2 2023 Earnings Call Transcript with Warren (54:05)
HOOD Lesson #4: Continuation of Q2 Earnings Call Transcript with Warren (50:31)
HOOD Lesson #5: Financials Week with Warren S1 (47:36)
HOOD Lesson #6: Financials Week with Warren S2 (67:11)
TGT Lesson #1: Business Overview with Nimi (60:44)
TGT Lesson #2: 10K with Coach Nimi (62:38)
TGT Lesson #3: Thesis and 10Q with Nimi (59:27)
TGT Lesson #4: Q2 2023 Conference Call with Nimi (60:59)
TGT Lesson #5: Revenue Projections with Nimi (50:01)
TGT Lesson #6: Valuation with Nimi (40:59)
DG Lesson #1: Business Overview with Warren (38:21)
DG Lesson #2: 10-K Deep Dive with Warren (43:23)
DG Lesson #3: Continuation of 10-K & Q2 2023 Earnings Call Transcript with Warren (51:06)
DG Lesson #4: Q2 Earnings Call Transcript Continuation & Competitor Analysis with Warren (63:43)
DG Lesson #5 : Financials Week with Warren S1 (52:02)
DG Lesson #6 : Financials Week with Warren S2 (47:19)
WYNN Lesson #1 - Business Overview with Nimi (56:44)
WYNN Lesson #2 - Reviews and 10K with Nimi (58:12)
WYNN Lesson #3- 10Q and Al Marajan Resort with Nimi (43:48)
WYNN Lesson #4- Q2 2023 CC With Nimi (51:28)
WYNN Lesson #5: Projections with Nimi (59:12)
WYNN Lesson #6: Valuation Update with Nimi (60:03)
SHAK Lesson #1: Business Overview with Warren (11/14/23) (37:59)
SHAK Lesson #2: Deep Dive 10K with Warren (11/15/23) (45:32)
SHAK Lesson #3: Deep Dive 10Q with Warren (11/16/23) (34:14)
SHAK Lesson #4: Competitor Analysis with Warren (11/17/23) (42:05)
SHAK Lesson #5: Financials Week with Warren S1 (11/21/23) (39:52)
SHAK Lesson #6: Financials Week with Warren S2 (11/22/23) (50:04)
HIMS Lesson #1: Business Overview with Nimi (58:51)
HIMS Lesson #2: 10K and Reviews with Nimi (57:52)
HIMS Lesson #3: Investor Presentation with Nimi (65:54)
HIMS Lesson #4: Q3 CC with Nimi (58:32)
HIMS Lesson #5: Financial Week Day 1 with Nimi (47:06)
HIMS Lesson #6: Financial Week Day 2 with Nimi (73:27)
FTNT Lesson #1: Business Overview with Warren (12/12/23) (45:33)
FTNT Lesson#2: MD&A 10K Deep Dive with Warren 12/13/23 (40:08)
FTNT Lesson#3: MD&A & 10Q Deep Dive with Warren 12/14/23 (35:53)
FTNT Lesson #4: Competitor Analysis with Warren 12/16/23 (33:20)
FTNT Lesson #5: Financials Week with Warren S1 (12/19/23) (31:35)
FTNT Lesson #6: Financials Week with Warren S2 (12/20/23) (44:57)
UBER Lesson #1: Thesis Review with Nimi (1/9/24) (41:09)
UBER Lesson #2: Trends and Market Share with Nimi (1/11/24) (43:14)
UBER Lesson #3: Q3 2023 CC with Nimi (1/12/24) (51:50)
UBER Lesson #4: Thesis Update with Nimi (1/16/24) (49:24)
UBER Lesson #5: Financial Week Day 1 with Nimi (1/18/24) (46:16)
UBER Lesson #6: Financial Week Day 2 with Nimi (1/19/24) (59:10)
BABA Lesson #1: Business Overview with Warren (1/23/24) (42:53)
BABA Lesson #2: 20F MD&A with Warren (1/24/24) (37:13)
BABA Lesson #3: Deep Dive 10Q with Warren (1/25/24) (49:36)
BABA Lesson #4: Competitor Analysis with Warren (1/26/24) (28:08)
BABA Lesson #5: Financials Week with Warren S1 (1/30/24) (47:42)
BABA Lesson #6: Financials Week with Warren S2 (2/1/24) (31:12)
HOOD Lesson #1: Business Overview with Nimi (2/6/24) (46:53)
HOOD Lesson #2: 10K with Coach Nimi (2/8/2024) (54:30)
HOOD Lesson #3: Q3 2023 10Q with Coach Nimi (2/9/2024)
HOOD Lesson #4: Live Q4 Earnings Review with Nimi (2/13/24) (43:47)
HOOD Lesson #5: Q4 CC with Nimi (2/15/24) (47:26)
HOOD Lesson #6: Projections with Nimi (2/16/24) (43:57)
SHOP Lesson #1: Business Overview with Warren (2/21/24) (43:45)
SHOP Lesson #2: 10-K Deep Dive with Warren (2/22/24) (37:34)
SHOP Lesson #3: Continuation of 10-K + 10Q with Warren (2/23/24) (46:36)
SHOP Lesson #4: 10Q & Q4 2023 Earnings Call Transcript with Warren (2/28/24) (63:05)
SHOP Lesson #5: Financials Week with Warren S1 (2/29/24) (46:54)
SHOP Lesson #6: Financials Week with Warren S2 (3/1/24) (45:34)
CELH Lesson #1: Business Overview with Nimi (3/5/24) (46:27)
CELH Lesson #2: Old Numbers and Recent News with Nimi (3/6/24) (54:41)
CELH Lesson #3: Q4 Earnings Call with Nimi (3/8/24) (46:02)
CELH Lesson #4: Projections with Nimi (3/12/24) (49:40)
AMD Lesson #1: Business Overview with Warren (3/20/24) (47:28)
AMD Lesson #2: 10-K Deep Dive with Warren (3/21/24) (51:20)
AMD Lesson #3: Continuation of 10-K with Warren (3/22/24) (33:19)
AMD Lesson #4: Seeking Alpha & Q4 2023 Earnings Call Transcript with Warren (3/27/24) (41:44)
AMD Lesson #5: Financials Week with Warren S1 (3/28/24) (45:49)
AMD Lesson #6: Financials Week with Warren S2 (3/29/24) (23:39)
SQ Lesson #1: Business Overview with Nimi (4/2/24) (43:24)
SQ Lesson #2: 10K and Google Trends with Nimi (4/4/2024) (43:50)
SQ Lesson #3: Q4 CC with Nimi (4/5/2024) (42:41)
SQ Lesson #4: Investor Presentations with Nimi (4/9/24) (37:46)
SQ Lesson #5: Valuation with Nimi (4/11/24) (36:47)
DKNG Lesson #1: Business Overview with Nimi (4/17/24) (42:03)
DKNG Lesson #2: 10K with Nimi (4/19/24) (41:04)
DKNG Lesson #3: Investor Presentation with Nimi (4/23/24) (38:27)
DKNG Lesson #4: Projections with Nimi (4/24/24) (24:33)
LMND Lesson #1: Business Overview with Warren (4/30/24) (29:46)
LMND Lesson #2: Deep Dive 10K with Warren (5/2/24) (51:58)
LMND Lesson #3: Continuation of 10-K & MD&A with Warren (5/3/24) (35:05)
LMND Lesson #4: Q1 2024 Earnings call with Warren (5/7/24) (37:07)
LMND Lesson #5: Financials Week with Warren S1 (5/8/24) (7:34)
LMND Lesson #6: Financials Week with Warren S2 (5/9/24) (34:35)
ADBE Lesson #1: Business Overview with Warren (5/14/24) (38:14)
ADBE Lesson #2: Deep Dive 10-K with Warren (5/15/24) (50:11)
ADBE Lesson #3: Continuation of 10-K with Warren (5/16/24) (29:56)
ADBE Lesson #4: Q1 2024 Earnings Call Transcript with Warren (5/21/24) (38:20)
ADBE Lesson #5: Financials Week with Warren S1 (5/22/24) (40:56)
ADBE Lesson #6: Financials Week with Warren S2 (5/23/24) (34:14)
IIPR Lesson #1: Business Overview with Warren (5/28/24) (39:50)
IIPR Lesson #2: 10-K Deep Dive with Warren (5/29/24) (39:47)
IIPR Lesson #3: 10-K Continuation and MD&A with Warren (5/30/24) (50:00)
IIPR Lesson #4: Q1 2024 Earnings Call Transcript (6/5/2024)
IIPR Lesson #5: Financials Week with Warren S1 (6/6/2024) (38:55)
IIPR Lesson #6: Financials Week with Warren S2 (6/7/2024) (24:18)
TSLA Lesson #1: Business Overview with Nimi (6/12/24) (50:03)
TSLA Lesson #2: TAM and Market Share with Nimi (6/13/24) (45:41)
TSLA Lesson #3: Shareholder Meeting Recap with Nimi (6/14/24) (57:07)
TSLA Lesson #4: Shareholder Deck with Nimi (6/18/24) (32:39)
TSLA Lesson #5: Projections with Nimi (6/20/24) (50:59)
TSLA Lesson #6: Valuation with Nimi (6/21/24) (59:49)
WHR Lesson #1: Business Overview with Warren (6/25/24) (34:17)
WHR Lesson #2: 10-K Deep Dive & MD&A with Warren (6/26/24) (33:04)
WHR Lesson #3: Continuation of MD&A & Q1 2024 Earnings Call Transcript (6/27/24) (32:50)
WHR Lesson #4: Continuation of Q1 2024 Earnings Call Transcript (7/2/24) (37:54)
WHR Lesson #5: Financials Week with Warren S1 (7/3/2024) (33:06)
WHR Lesson #6: Financials Week with Warren S2 (7/5/24) (27:28)
NFLX Lesson #1: Old Thesis Review with Nimi (7/9/24) (46:56)
NFLX Lesson #2: Financials with Nimi (7/11/24) (36:45)
NFLX Lesson #3: Q1 2024 Earnings Call with Nimi (7/12/24) (42:55)
NFLX Lesson #4: Projections with Projections (7/19/24) (36:16)
CRWD Lesson #1: Business Overview with Warren (7/23/24) (41:43)
CRWD Lesson #2: Deep Dive 10-K with Warren (7/24/24) (58:07)
CRWD Lesson #3: Continuation of 10-K with Warren (7/25/24) (41:00)
CRWD Lesson #4: Qualitative Analysis with Warren (7/30/24) (41:27)
CRWD Lesson #5: Financials Week with Warren S1 (7/31/24) (32:41)
CRWD Lesson #6: Financials Week with Warren S2 (8/1/24) (31:26)
EL Lesson #1: Business Overview with Nimi (8/6/24) (43:59)
EL Lesson #2: 10K with Nimi (8/7/24) (41:11)
EL Lesson #3: FY 2024 Q3 CC with Nimi (8/8/24) (40:04)
EL Lesson #4: Thesis and Projections with Nimi (8/16/24) (41:22)
HOOD Lesson #1: Business Overview with Warren (8/20/24) (44:07)
HOOD Lesson #2: 10-K Deep Dive with Warren (8/21/24) (56:19)
HOOD Lesson: Competitor Analysis with Warren (8/27/24) (57:05)
HOOD Lesson #5: Financials Week with Warren S1 (8/28/24) (54:34)
HOOD Lesson #6: Financials Week with Warren S2 (8/29/24) (61:59)
CELH Lesson #1: Business Overview with Warren (9/4/24) (48:50)
CELH Lesson #2: 10-K Deep Dive with Warren (9/5/24) (43:56)
CELH Lesson #3: 10-K Continuation & Q2 2024 Investor Presentation (9/10/24) (31:51)
CELH Lesson #4: Competitor Analysis with Warren (9/11/23) (50:31)
CELH Lesson #5: Financial Week with Warren (9/12/23) (43:40)
ELF Lesson #1: Business Overview with Warren (9/18/24) (39:01)
ELF Lesson #2: Deep Dive 10-K with Warren (9/19/24) (41:23)
ELF Lesson #3: Q1 2025 Earnings Call Presentation with Warren (9/20/24) (47:15)
ELF Lesson #4: Competitor Comparison with Warren (9/24/24) (45:19)
ELF Lesson #5: Financial Week with Warren S1 (9/25/24) (52:13)
ELF Lesson #6: Financial Week with Warren S2 (9/26/24) (44:43)
GOOG Lesson #1: Business Overview with Warren (10/3/2024) (47:45)
GOOG Lesson #2: 10K and 10Q with Nimi (10/4/2024) (41:32)
GOOG Lesson #3: Q2 CC with Nimi (10/11/2024) (47:22)
GOOG Lesson #4: Valuation with Nimi (10/12/2024) (29:10)
HIMS Lesson #1: Business Overview with Warren (10/16/2024) (31:01)
HIMS Lesson #2: 10-K Deep Dive with Warren (10/17/2024) (45:37)
HIMS Leson #3: Earnings Reports with Warren & Competitor Analysis (10/18/2024) (50:51)
HIMS Lesson #4: Q2 2024 Earnings Call with Warren (10/22/2024) (43:43)
HIMS Lesson #5: Financials Week with Warren S1 (10/23/2024) (45:21)
HIMS Lesson #6: Financials Week with Warren S2 (10/24/2024) (61:26)
ABNB Lesson #1: Business Overview with Nimi (10/29/2024) (43:03)
ABNB Lesson #2: TAM and Market Share with Nimi (11/1/2024) (37:25)
ABNB Lesson #3: Q2 2024 CC with Nimi (11/6/2024) (40:39)
ABNB Lesson #4: Valuation with Nimi (11/8/2024) (46:10)
HNST Lesson #1: Business Overview with Warren (11/13/2024) (50:29)
HNST Lesson #2: 10-K Deep Dive with Warren (11/14/2024) (45:28)
HNST Lesson #3: Q3 2024 Earnings Call Transcript with Warren (11/15/2024) (47:10)
HNST Lesson #4: Competitor Analysis with Warren (11/19/2024) (49:58)
HNST Lesson #5: Financial Week with Warren S1 (11/20/2024) (50:34)
HNST Lesson #6: Financial Week with Warren S2 (11/21/2024) (58:29)
AMD Lesson #1: Business Overview with Nimi (11/28/24) (39:47)
AMD Lesson #2: Q3 CC with Nimi (11/29/24) (51:20)
AMD Lesson #3: 10Q and Presentation with Nimi (11/30/2024) (39:59)
AMD Lesson #4: Projections with Nimi (12/6/24) (48:28)
GRAB Lesson #1: Business Overview with Warren (12/10/2024) (67:59)
GRAB Lesson #2: 10-K Deep Dive with Warren (12/11/2024) (62:29)
GRAB Lesson #3: Q3 2024 Earnings Presentation & Competitive Analysis with Warren (12/12/2024) (58:03)
GRAB Lesson #4: Q3 2024 Earnings Transcript Continuation with Warren (12/17/2024) (49:41)
GRAB Lesson #5: Financials Week with Warren S1 (12/18/2024) (56:37)
GRAB Lesson #6: Financials Week with Warren S2 (12/19/2024) (52:14)
CAKE Lesson #1: Business Overview with Nimi (1/1/25) (48:49)
CAKE Lesson #2: Investor Presentation and 10k with Nimi (1/3/25) (50:18)
CAKE Lesson #3: Q3 CC with Nimi (1/4/25) (48:41)
CAKE Lesson #4: Valuation with Nimi (1/10/25) (51:24)
ASML Lesson #1: Business Overview with Warren (1/14/2025) (50:18)
ASML Lesson #2: 10-K Deep Dive with Warren (1/15/2025) (54:08)
ASML Lesson #3: Q3 2024 Earnings Presentation with Warren (1/16/2025) (76:15)
ASML Lesson #4: Competitor Analysis with Warren (1/21/2025) (47:48)
ASML Lesson #5: Financials Week with Warren S1 (1/23/2025) (31:21)
ASML Lesson #6: Financials Week with Warren S2 (1/24/2025) (48:46)
MSTR Lesson #1: Investor Day Presentation with Nimi (1/29/2025) (50:28)
MSTR Lesson #2: Investor Day Presentation Part 2 with Nimi (1/31/2025) (48:29)
MSTR Lesson #3: Q3 CC with Nimi (2/1/2025) (56:09)
MSTR Lesson #4: Valuation with Nimi (2/5/2025) (47:56)
MSTR Lesson #5: Q4 Earning with Nimi (2/7/2025) (50:52)
CRM Lesson #1: Business Overview with Warren (2/12/2025) (41:53)
CRM Lesson #4: Q3 Earnings with Warren (2/19/2025) (42:01)
CRM Lesson #5: Financials Week with Warren S1 (2/21/2025) (46:16)
CRM Lesson #6: Financials Week with Warren S2 (2/21/2025) (46:43)
BLK Lesson #1: Business Overview with Nimi (2/26/2025) (56:19)
BLK Lesson #2: Q4 CC with Nimi (2/28/2025) (48:51)
BLK Lesson #3: Financials and M&A CC with Nimi (3/5/2025) (48:53)
BLK Lesson #4: 1000x Projections with Nimi (3/8/2025) (34:25)
TTD Lesson 1: Business Overview with Warren (3/11/2025) (39:53)
TTD Lesson #2: 10-K Deep Dive with Warren (3/12/2025) (43:54)
TTD Lesson #3: Q4 2024 Earnings Call Transcript with Warren (3/13/2025) (44:41)
TTD Lesson #4: Continuation of Q4 2024 Earnings Call Transcript with Warren (3/14/2025) (59:42)
TTD Lesson #5: Financials Week with Warren S1 (3/18/2025) (42:16)
TTD Lesson #6: Financials Week with Warren S2 (3/20/2025) (50:24)
NVDA Lesson #1: Business Overview with Nimi (3/26/2025) (47:20)
NVDA Lesson #2: GTC Presentation with Nimi (3/28/2025) (57:55)
NVDA Lesson #3: GTC Presentation Part 2 with Nimi (3/29/2025) (52:05)
NVDA Lesson #4: Q4 CC with Nimi (4/4/2025) (51:54)
NVDA Lesson #5: 1000x Projections with Nimi (4/5/2025) (51:20)
SPOT Lesson #1: Business Overview with Warren (4/8/2025) (42:53)
SPOT Lesson #2: 10-K Deep dive with Warren (4/9/2025) (45:52)
SPOT Lesson #3: 10-k Part 2 & Q4 2024 Shareholder Deck with Warren (4/10/2025) (55:07)
SPOT Lesson #4: Competitor Analysis with Warren (4/15/2025) (41:22)
SPOT Lesson #5: Financials Week with Warren S1 (4/16/2025) (48:55)
SPOT Lesson #6: Financials Week with Warren S2 (4/17/2025) (52:28)
ABDE Lesson #1: Business Overview with Nimi (4/23/2025) (45:45)
ADBE Lesson #2: Q1 CC with Nimi (4/25/2025) (51:10)
ADBE Lesson #3: Investor Summit 2025 (4/26/2025) (50:42)
ADBE Lesson #4: Investor Summit Part 2 (4/30/2025) (54:43)
ADBE Lesson #5: Products Review with Nimi (5/1/2025) (49:24)
ADBE Lesson #6: 1000x Projections with Nimi (5/3/2025) (46:01)
NVO Lesson #1: Business Overview with Warren (5/6/2025) (39:52)
NVO Lesson #2: 10-K Deep Dive with Warren (5/7/2025) (39:14)
NVO Lesson #3: Annual Report 2024 with Warren (5/8/2025) (39:40)
NVO Lesson #4: Q4 2024 Earnings Call Transcript with Warren (5/9/2025) (45:39)
NVO Lesson #5: Financials Week with Warren S1 (5/13/2025) (51:33)
NVO Lesson #6: Financials Week with Warren S2 (5/14/2025) (56:26)
NU Lesson #1: Business Overview with Nimi (5/21/2025) (47:28)
NU Lesson #2: Q1 2025 CC with Nimi (5/23/2025) (51:56)
NU Lesson #3: Thesis with Nimi (5/28/2025) (51:06)
NU Lesson #4: Valuation with Nimi (5/30/2025) (48:59)
TGT Lesson #1: Business Overview with Warren (6/4/25) (65:14)
TGT Lesson #2: 10-K Deep Dive with Warren (6/5/25) (60:48)
TGT Lesson #3: Q1 2025 Earnings with Warren (6/6/25) (82:18)
TGT Lesson #4: Competitor Analysis with Warren (6/10/2025) (55:24)
TGT Lesson #5: Financials Week with Warren (6/11/2025) (58:29)
TGT Lesson #6: Financials Week with Warren S2 (6/12/2025) (43:19)
ORCL Lesson #1: Business Overview with Nimi (6/18/2025) (60:56)
ORCL Lesson #2: Analyst Meeting with Nimi (6/20/2025) (49:00)
ORCL Lesson #3: Larry Ellison Q&A with Nimi (6/21/2025) (52:21)
ORCL Lesson #4: Larry Ellison Q&A part2 with Nimi (6/24/2025) (45:31)
ORCL Lesson #5: Q1 2025 CC with Nimi (6/27/25) (55:17)
ORCL Lesson #6: Valuation with Nimi (6/28/25) (55:17)
BROS Lesson #1: Business Overview with Warren (7/1/25) (52:28)
BROS Lesson #2: 10-K Deep Dive with Warren (7/2/25) (47:45)
BROS Lesson #3: Q1 2025 Earnings Call with Warren (7/3/25) (36:23)
BROS Lesson #4: Q1 2025 Earnings Call with Warren (7/9/25) (39:45)
BROS Lesson #5: Financials Week with Warren S1 (7/10/25) (53:55)
BROS Lesson #6: Financials Week with Warren S2 (7/11/25) (49:01)
S Lesson #1: Business Overview with Nimi (7/16/25) (48:04)
S Lesson #2: Analyst Presentation with Nimi (7/18/25) (54:44)
S Lesson #3: Financials with Nimi (7/19/25) (49:23)
S Lesson #4: Q1 CC Financials with Nimi (7/23/25) (51:55)
S Lesson #5: Competition with Nimi (7/25/25) (45:57)
S Lesson #6: Valuation with Nimi (7/26/25) (39:04)
UPS Lesson #1: Business Overview with Warren (7/31/25) (41:05)
UPS Lesson #2: 10-K Deep Dive with Warren (8/1/25) (51:46)
UPS Lesson #3: Q2 2025 Earnings with Warren (8/5/25) (38:56)
UPS Lesson #4: Competitor Analysis with Warren (8/6/25) (28:14)
UPS Lesson #5: Financial Week with Warren S1 (8/7/25) (45:09)
UPS Lesson #6: Financial Week with Warren S2 (8/8/25) (65:07)
OSCR Lesson #1: Business Overview with Nimi (8/15/25) (56:56)
OSCR Lesson #2: Q2 CC with Nimi (8/16/25) (44:37)
OSCR Lesson #2: Q2 CC with Nimi (8/16/25)
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