🗞 4,000+ Companies Reported This Week. Here Are The 6 Best KPIs.

Happy Sunday!

Here’s what’s on the docket for this week’s newsletter:

• 📊 5 Great Fintech Stocks No One Talks About

• 🏦 What It Takes to Manage Other People’s Money

Let’s dive in!

6 Best KPIs From This Week

This week was the heart of earnings season. More than 4,000 companies reported their quarterly numbers including several of the Magnificent 7 stocks (Apple, Amazon, and Microsoft).

With the FinChat data team parsing through most of the reports (as they do every quarter), here were the 6 best that we found:

1. Spotify - Free Cash Flow

Spotify has seen remarkable operating leverage over the last 2 years.

Free cash flow has gone from $55 million to $2.83 billion in 24 months.

1-Week Performance: +3%

2. Duolingo - Monthly Active Users

Language learnings app Duolingo added 13 million new MAUs this quarter, which is an all-time record for the company.

Duolingo's growth is proving far more resilient than the market expected.

1-Week Performance: +26%

3. Yum! Brands - Taco Bell Same Store Sales Growth

During a quarter when virtually every fast-food chain reported a slowdown in comp stores sales, Taco Bell delivered 9% same store sales growth.

Their fastest growth in 3 years.

1-Week Performance: +1%

4. Microsoft - Microsoft Cloud Revenue

During a quarter when both AWS and Google Cloud saw a slowdown in their revenue growth, Microsoft Azure reported an acceleration thanks to particular strength in its AI segment.

1-Week Performance: +11%

5. Roblox - New Daily Active Users

Mobile gaming app Roblox added 13 million Daily Active Users this quarter which is an all time record for the company.

Roblox now has 98 million DAUs, up 4x over the last 5 years.

1-Week Performance: +10%

5. AAON - Total Backlog

AAON's commercial air conditioning and ventilation systems have been in high demand thanks to the rapid growth of Data Center spending.

AAON's total backlog is up 84% compared to a year ago.

1-Week Performance: +13%

A.U.M. Podcast

Barry Schwartz - What It Takes To Manage Other People’s Money

In this episode of AUM, we interviewed Barry Schwartz, the Executive Vice President and Chief Investment Officer of Baskin Wealth Management.

This conversation dives into Barry’s philosophy of owning quality companies with strong management and sustainable growth, specifically highlighting Apple and Netflix. Barry also discusses the personality traits and characterists that are required to be successful managing other people’s money.

Meme of the week

A report came out this week that The Vatican, which is home to just 882 residents, has 17 Bloomberg Terminals. That means they have the highest number Bloomberg Terminals per capita of any country globally.

This is your friendly reminder (talking to you members of the Vatican) that you can get access to an institutional-grade stock research terminal at a fraction of the cost through FinChat.io!