Earnings season is in full swing, and three more of my portfolio companies have already announced. One is Google which jumped to over 10% after announcing, another is CAT which dropped 7%, and the other is Valero which didn’t do much at all. In this video we go through their earnings reports and dig into how the companies are actually doing from a fundamental perspective.

00:00 Google crushes it

06:24 Caterpillar disappoints…or did it?

10:25 Valero keeps rewarding shareholders

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