Earning Season: Portfolio holdings🏰

Covering: Adyen, Alphabet, Mastercard, Medpace, and Qualys💎

Hi Partner! 👋🏻

In this article, we’ll cover the recent earnings reports of Adyen, Alphabet, Mastercard, Medpace Holdings, and Qualys with an updated valuation model.

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Let’s get into it 👇🏻

Adyen’s fantastic half-year 🚀

Key Highlights:

• Revenue Growth: Net revenues increased …