Annual Reports

NIKE: Valuing a Moat You Can’t See

A shareholder’s walk through NIKE’s 2025 Form 10-K (NKE)

Dec 15, 2025 • The Weekend Investor

Robinhood: Great Business, Stretched Price

2024 Annual Report: An investor-focused look at the company’s operating engine, revenue mix, and long-term business drivers.

Dec 2, 2025 • The Weekend Investor

Home Depot: Inside One of the Most Important Years in the Company’s History

HD 2024 Annual Report

Nov 22, 2025 • The Weekend Investor

Target (TGT) 2024 Annual Report

"We’re in the midst of a strategic reset"

Nov 11, 2025 • The Weekend Investor

Beyond Meat’s (BYND) $1 Billion Problem 🥩📉

Why Beyond Meat's biggest problem isn't competition; it's math.

Oct 27, 2025 • The Weekend Investor

FuboTV - Record Revenues. No Moat.

A deep dive into Fubo’s 2024 annual report, breaking down the numbers, the business model, and why growth without a moat rarely compounds.

Oct 9, 2025 • The Weekend Investor

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