Stock Market Nerd

Brad Freeman
Specific news and analysis on individual public companies.
Created 06 Jul 2021
51
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  • News of the Week (December 27-31)
    01 Jan 2022 • < 1 min read • 27 1
    Dear readers, I want to wish everyone a happy, healthy New Year to you and your loved ones. There is no post for this holiday weekend and I will pick things back up again (for 51 straight weeks) this ...
  • News of the Week (December 20-23)
    25 Dec 2021 • 6 min read • 10 0
    Wishing you all a happy, healthy New Year and a very merry Christmas to those celebrating. 1. SoFi Technologies (SOFI) — Federal Student Loan Pause Extension The Biden Administration extended the paus...
  • Quarterly Portfolio Summary
    22 Dec 2021 • 5 min read • 28 7
    1. My Holdings a. Growth Bucket (~73% of equity holdings) b. Value bucket (~27% of equity holdings) c. Overview 2. Summing Up Another Earnings Season Another earnings season has now come and gone. Det...
  • News of the Week (December 13-17)
    18 Dec 2021 • 11 min read • 16 2
    1. Teladoc Health (TDOC) — National Labor Alliance + Cigna Teladoc Health announced a deepening of its exclusive relationship with National Labor Alliance (NLA) — the largest alliance of labor unions ...
  • GoodRx Deep Dive
    12 Dec 2021 • 51 min read • 14 2
    Introduction: Healthcare is one of the largest and most frustratingly opaque industries in the United States. Whether it’s the incredible pricing disparities or the labyrinth of rules that health insu...
  • News of the Week (December 6-10)
    11 Dec 2021 • 12 min read • 8 2
    1. Upstart (UPST) — Two Updates a. First National Bank of Omaha (FNBO) Upstart announced that FNBO — an existing partner of the company since 2019 — is expanding this relationship (following a success...
  • News of the Week (November 30 - December 3)
    04 Dec 2021 • 16 min read • 9 0
    1. SoFi Technologies — Leadership Interviews a. CEO Anthony Noto Interviews with Morgan Stanley On SoFi Relay: SoFi Relay is an entirely free product where members can gain insights and tips on how to...
  • CrowdStrike Earnings Review
    01 Dec 2021 • 5 min read • 18 3
    A. Demand On results: CrowdStrike guided to a revenue range of $358-$365.3 million for this quarter. Analysts were expecting $364.2 million in sales for the period. The company posted $380.1 million b...
  • News of the Week (November 22-26)
    27 Nov 2021 • 13 min read • 10 2
    1. Upstart (UPST) — Co-Founders Dave Girouard and Paul Gu Interview with Citi A. Dave Girouard Notes On How Upstart improves the car buying process: “The car buying experience is not all that pleasant...
  • News of the Week (November 15-19)
    20 Nov 2021 • 25 min read • 8 10
    1. Nanox (NNOX) — Earnings Review A. Business updates This company is pre-revenue and pre-commercialization. At the company’s current quarterly burn rate, it has roughly 3.5 years of cash on hand. On ...
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