The ONE thing I’m watching most for each holding: $SOFI — Total Products $AMD — Data Center operating income $AMZN — AWS growth $NOW — cRPO $UBER — MAPCs $NFLX — Operating margin $ZETA — Super-Scaled Customer ARPU $OSCR — MLR $SNAP — Other Revenue $BN — Distributable earnings These are the numbers that tell me whether each thesis is actually getting stronger.
1,386 views
0 Comments
No comments available.
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
