Archive - Torre Financial Newsletter

Market, Earnings, & Allison Transmission (ALSN) - June 21, 2025

Market commentary, portfolio company earnings results, and a deeper look into Allison Transmission Holdings (ALSN)

Jun 21 •

Market, Earnings, & Veeva (VEEV) - June 7, 2025

Market commentary, portfolio company earnings results, and a deeper look into Veeva (VEEV)

Jun 7 •

May 2025

Market, Earnings, & Intuit (INTU) - May 24, 2025

Market commentary, portfolio company earnings results, and a deeper look into Intuit (INTU)

May 24 •

Market, Earnings, & Lennox (LII) - May 10, 2025

Market commentary, portfolio company earnings results, and a deeper look into Lennox (LII)

May 10 •

April 2025

Market, Earnings, & MSCI (MSCI) - April 26, 2025

Market commentary, portfolio company earnings results, and a deeper look into MSCI (MSCI)

Apr 26 •

Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection

Apr 12 •

March 2025

Market, Earnings, & Moody’s (MCO) - March 29, 2025

Market commentary, portfolio company earnings results, and a deeper look into Moody’s (MCO)

Mar 29 •

Market, Earnings, & Veeva (VEEV) - March 15, 2025

Market commentary, portfolio company earnings results, and a deeper look into Veeva (VEEV)

Mar 15 •

Market, Earnings, & MercadoLibre (MELI) - March 1, 2025

Market commentary, portfolio company earnings results, and a deeper look into MercadoLibre (MELI)

Mar 1 •

February 2025

Market, Earnings, & Intercontinental Exchange (ICE) - February 15, 2025

Market commentary, portfolio company earnings results, and a deeper look into Intercontinental Exchange (ICE)

Feb 15 •

Market, Earnings, & Visa (V) - February 1, 2025

Market commentary, portfolio company earnings results, and a deeper look into Visa (V)

Feb 1 •

January 2025

Market, Earnings, & PepsiCo (PEP) - January 18, 2025

Market commentary, portfolio company earnings results, and a deeper look into PepsiCo (PEP)

Jan 18 •

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