Trade Desk delivered solid Q3 results with 22% growth ex-political, but the competitive landscape has fundamentally changed. While management dismisses...

Sir Chris Hohn holds stocks for 8 years when the market average is under one. His recent conversation reveals why...

Sea Limited delivered spectacular Q3 results—bookings up 51%, GMV up 28%, loan book up 70%. But the headline numbers mask...

After releasing Q3 earnings and announcing a ChatGPT partnership, PayPal's stock jumped 15%—then erased all gains in two days. The...

Meta delivered 26% revenue growth and 49% operating margins, yet the stock dropped 15%. Here's my complete analysis of their...

The sleeves were six inches too short. When John Arrillaga borrowed his teacher's jacket for his senior photo, he couldn't...

Alphabet's Q3 2025 validates the contrarian bet: $102.3B revenue (+16%), first $100B quarter ever. Search accelerated to 15% growth despite...

Sony Pictures spent over $100 million creating KPop Demon Hunters. They then sold it to Netflix for a guaranteed profit,...

April 2012: I got the opportunity of a lifetime. Then I signed away 1,460 days. What that heavy pen taught...

CEO Glenn Fogel says Booking has no moat. The numbers say otherwise: $9 billion in customer float, 65% direct traffic,...

Back in secondary school, I remember one hot afternoon in March 2007. We were in physics class, under a ceiling...

A deep dive into Booking Holdings' pandemic playbook: How Glenn Fogel's contrarian strategy, merchant model transformation, and Connected Trip vision...