Earnings Season Q1 2025 | Part #1

Our view on the earnings results reported so far by the companies we’re invested in...

Hi, Investor 👋

I’m Jimmy, and welcome to another edition of our newsletter. Earnings season is in full swing, and today we’re breaking down the results from the companies in our portfolio that have already reported.

We’ll walk through the numbers, what surprised us, and where we’re heading next. Feel free to share this with anyone keeping an eye on earnings season.

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