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Compounding Articles

Earnings season is wrapping up, and I'm making the biggest reshuffle to the portfolio this year: selling two turnaround bets...

I was 13 the night the power got cut. The fan slowed to a stop. The lights gave a last...

Six years ago I was writing stock breakdowns on my lunch break, hoping a couple dozen people would read them....

Sea crushed Q1 across all three verticals yet kept full-year guidance untouched. Shopee's margin line finally moved, Monee's loan book...

Two years of arguing Google would adapt to AI. Q1 2026 settled the debate. The harder question now is whether...

Paycom retired 15% of its float in 90 days at an average price of $127, draining more than half its...

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,...

Part 1 covered what ServiceNow does and why customers don't leave. Part 2 tackles the harder question: does AI strengthen...

If I told you there are two active wars running right now and oil spiked above $100 a barrel, what...

I just spent 14 days in Croatia, followed by 3 days in Istanbul. I came back with four unexpected lessons:...