Hope that people continue to find these useful, upvote on Reddit, share on Twitter if so. Last week, generated a positive response from people happy to share again.
A few things to keep in mind- like all analysts I use a variety of leading industry sources, the digging is my work as are the ideas, the numbers aren’t.
As I mention, I write them for myself, to read as fast as I can, there are a million typos and shorthand ideas, sorry, not sorry. If you appreciate me sharing, just listen to the pod, or share this post.