Jack of All Trades
Jack of All Trades: SKORE 11.10.2025
Barrick, Tyson Foods, Monday.com, Instacart, and EVgo span the spectrum from defensive real assets and consumer staples to high-growth software and EV infrastructure.
Jack of All Trades
Jack of All Trades
Jack of All Trades: SKORE 11.07.2025
November 7 highlighted durability over momentum: Constellation’s clean-energy moat and KKR’s fee-based model anchor stability, Wendy’s delivers steady consumer execution, while Viasat remains a higher-risk restructuring story.
Jack of All Trades
Jack of All Trades: High Stakes 11.07.2025
This edition of Jack of All Trades covers late Q3 reporters Constellation Energy, KKR, Wendy’s, and Viasat, assessing earnings quality, cash-flow durability, and execution as earnings season winds down.
Jack of All Trades
Jack of All Trades: SKORE 11.06.2025
Costco, Adobe, Gilead, and T-Mobile earned top SKORE ratings on Nov 6—highlighting pricing power, AI monetization, oncology growth, and wireless resilience
Jack of All Trades
Jack of All Trades: High Stakes 11.06.2025
Costco’s resilient traffic, Adobe’s AI monetization, Gilead’s oncology surge, and T-Mobile’s wireless dominance highlighted strong and diverse earnings on November 6, 2025
Jack of All Trades
Jack of All Trades: SKORE 11.05.2025
Disney turned streaming profitable, Booking and Regeneron surged on travel and drug demand, and Salesforce showed AI momentum—highlighting resilience and growth on Nov 5, 2025.
Jack of All Trades
Jack of All Trades: High Stakes 11.05.2025
Disney, Booking, Regeneron, and Salesforce led earnings on Nov 5, 2025—fueled by streaming profitability, travel demand, blockbuster drug sales, and AI-driven cloud growth.
Jack of All Trades
Jack of All Trades: SKORE 11.04.2025
Showcases tech resilience (MSFT’s AI dominance, GOOGL’s cloud reacceleration), pharma durability (MRK’s Keytruda engine), and premium financials (AXP, DFS) benefiting from strong U.S. consumer spending.
Jack of All Trades
Jack of All Trades: High Stakes 11.04.2025
Microsoft, Alphabet, Merck, and Caterpillar led earnings on Nov 4, 2025—highlighted by AI strength, drug sales, mining demand, and resilient consumer spending.
Jack of All Trades
Jack of All Trades: SKORE 11.03.2025
AI innovation, biotech breakthroughs, and energy income resilience defined the day. Vertex and Ares led on quality and growth visibility, while Diamondback and Williams showcased cash-flow durability. Palantir sustained AI leadership, with Realty Income anchoring defensive yield.
Jack of All Trades
Jack of All Trades: High Stakes 11.03.2025
AI, energy, and income powered Nov 3 earnings. Palantir and Vertex led growth; Diamondback, Williams, and Realty Income showed yield strength; Ares and Simon kept capital steady. Innovation meets resilience — the new market edge.
Jack of All Trades
Jack of All Trades: SKORE 11.01.2025
Berkshire Hathaway closed Q3 with record cash and surging operating profits amid a disciplined investment stance. Insurance remains the crown jewel, while the cash pile signals both caution and optionality for future deployments.
