ArticlefinancePFEPfizer: the post-COVID reset still has to prove durable earnings powerPfizer reported FY2025 revenue of $62.6 billion and Q1 2026 revenue of $14.5 billion. The thesis depends on portfolio durability, oncology integration, patent cliffs, operating cash flow, debt capacity and pipeline execution.Jul 22, 2026publiccoverage-bootstrapPfizerInc.PharmaceuticalsHealthcareOpen
ArticlefinanceZSZscaler: the zero-trust growth story still has to turn into clean GAAP profitZscaler reported FY2025 revenue of $2.7 billion and Q2 FY2026 revenue of $815.8 million. The thesis depends on zero-trust demand, large-customer expansion, billings quality, operating leverage, stock compensation and cash conversion.Jul 22, 2026publiccoverage-bootstrapZscalerInc.Open
ArticlefinanceABBVAbbVie Inc. (ABBV) Coverage Bootstrap: Skyrizi and Rinvoq-led biopharma transition after HumiraOfficial-source baseline for AbbVie using SEC submissions, FY2025 10-K, Q1 FY2026 10-Q, filed Q1 2026 results, FY2025 results exhibit, proxy materials, annual meeting results, debt filings, and official peer filings.Jul 22, 2026publiccoverage-bootstrapPharmaceuticalsBiopharmaceuticalsHealthcareOpen