The Framer - A Portrait Analytics Publication

The Framer - A Portrait Analytics Publication

Home
Archive
About

Sitemap - 2025 - The Framer - A Portrait Analytics Publication

Portrait Weekly Framing: Centene's $1.8B Revenue Hit Exposes Healthcare Cost Inflation Crisis

Portrait Weekly Winners & Losers: NKE & HIMS

Portrait Weekly Framing: Marvell's $94B Data Center Vision

Portrait Weekly Winners & Losers: RDDT & FSLR

Portrait Weekly Framing: Oracle's Cloud Surge—Inflection or Industry Tide?

Portrait Weekly Winners & Losers: SAIL & CHWY

Portrait Weekly Framing: Warner Bros. Discovery's Strategic Split

Portrait Weekly Winners & Losers: MDB & BF-B

Portrait Weekly Framing: Trump & the Golden Dome

Portrait Weekly Winners & Losers: VEEV & S

Portrait Weekly Framing: China & Declining American Auto Competitiveness

Portrait Weekly Winners & Losers: AAP & ENS

Portrait Weekly Winners & Losers: NRG & FI

Portrait Weekly Framing: Data Centers & Capital Spending

Portrait Weekly Winners & Losers: ANGI & PAYO

Finding Relative Tariff Winners

Weekly Winner & Losers: SIG and HQY

Portrait Weekly Framing: Eli Lilly & Booming Domestic Manufacturing

Portrait Weekly Framing: Tariffs & Inventory Builds

Portrait Weekly Framing: DKS & Tech Shifts in Apparel

Weekly Framing: Tariffs & Autos

Weekly Framing: Ozempic’s Impact on Alcohol Producers

Portrait Weekly Framing: AI Agents Driving Revenue

The Outdoor Shopping Boom

© 2025 David Plon
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share