What’s going on at DocuSign?
DocuSign is not a company I have covered in my research reports nor do I hold an investment in it, ...
Alphabet Research Report
Alphabet is the parent company of Google and they make money primarily through three ways: (1) Advertising revenue accounts for ...
3-Bullet Sunday (Stanley Druckenmiller, Seth Klarman and The Things Money Can’t Buy by TWS)
Hey 👋 - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three ...
3-Bullet Sunday (Understanding inflation, Even God Can’t Beat DCA & Peter Lynch’s Secret Writings)
Hey 👋 - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three ...
Is Starbucks a Buy After Declining More Than 30%?
Are the problems temporary or permanent?
I’m afraid you may be taking the wrong lessons from Mr. Market
Long feedback loops and short feedback loops
The Secret Writings of Peter Lynch
Few people know that Lynch wrote for Worth Magazine from 1992 to 1999. It's a 181 page bonus scene to ...
Aswath Damodaran on inflation, valuation and the future of ESG
Invest Like The Best recently featured the dean of valuation, Aswath Damodaran. Great conversation covering: -The importance of stories when ...
Thoughts on Twilio’s Q1 2022 results
Some quick hits on Twilio’s Q2 2022 earnings: Strong revenue growth despite coming off a strong Q2 2021. Revenue came ...
Why do rising interest rates cause the stock market to crash?
Let me explain why interest rates influence share prices.
Reflections: 1-Year After Leaving My Iron Rice Bowl
I've been running Steady Compounding full-time for 1 year now, and the most common question I get is, "How is ...
Basic Fit Research Report
The leading low-cost gym operator in Europe.
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