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Compounding Articles

As recently as late May, Meta had no plans to take on AWS. Five weeks later it's selling its excess...

This is the first of a three-part deep dive on Shopify (Nasdaq/TSX: SHOP). Part 1 covers the business model and...

There's a generational buildout going on right now, and big tech is buying memory chips the way people panic-bought toilet...

I keep circling the same tension with Microsoft: a wonderful business I can never quite buy at the price I...

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.