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 …