Earnings Season Q1 2025 | Part #2
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. This week, we’re diving into part two of our Q1 2025 earnings breakdown - a crucial moment to assess whether our investment theses are still on track.
Let’s dive into how our portfolio companies performed and what we’re watching going forward.
In case you missed it, here are some recent insights:
Jimmy's Trade Alert #2 | Taking Profits After an +81% Run-Up
StoneCo ($STNE) Investment Thesis: Rebuilding Trust and Growing Stronger
Subscribe now and never miss a single report:
The Q1 2025 earnings season is almost over…
Picking great companies is just the beginning - the real edge lies in tracking how your investment thesis plays out.
One of the best times to do that is during earnings season.
Below, we’ll break down the results and outlook for four companies in our portfolio.
If you missed our last post, here’s the link:
Plenty of positive surprises in this second part…
Let’s dive in.
Keep reading with a 7-day free trial
Subscribe to Jimmy's Journal to keep reading this post and get 7 days of free access to the full post archives.