Investing (Stocks)

Two years of arguing Google would adapt to AI. Q1 2026 settled the debate. The harder question now is whether 32x forward earnings is a price worth paying.

Paycom retired 15% of its float in 90 days at an average price of $127, draining more than half its cash balance and taking on $675 million of debt to…

Is Zuck going metaverse-mode with AI?

A baby, a mini-tree, and a Charlie Munger lesson hiding in the produce aisle.

So this is the quarter Netflix reached into Warner Bros’ cookie jar and pulled out $2.8 billion in termination fees, after Ellison junior decided he wanted it more. Smart move,…

Part 1 covered what ServiceNow does and why customers don’t leave. Part 2 tackles the harder question: does AI strengthen the moat or erode it? I walk through the AI…

If I told you there are two active wars running right now and oil spiked above $100 a barrel, what would you guess the market has done? Most people would…

ServiceNow has been cut in half. But this is a company growing revenue at 22% annually with a 98% renewal rate and accelerating customer expansion. Part 1 dissects what ServiceNow…

We went from aspiring to return to double-digit growth… to merely trying to sell product at full price. Q4 beat expectations, but the beat was mechanical. North America is still…

Sea closed 2025 with $22.9 billion in full-year revenue, up 36.4% year-on-year. Full-year net income reached $1.6 billion and adjusted EBITDA hit $3.4 billion. All three businesses exceeded the growth…

Trade Desk reported Q4 2025 revenue growth of 14%, guided Q1 2026 to just 10%, and lost another CFO in five months. Jeff Green blamed CPG and auto weakness, but…

We are in a weird moment in the stock market. The S&P 500 is just 1% away from its all-time highs. But pockets of quality businesses are getting absolutely decimated,…