MercadoLibre dropped 9% after Q4 2025 earnings on margin compression. But I've seen this playbook before. Revenue accelerated to 45%....

Google tried to own the full travel transaction with Book on Google. TripAdvisor tried with Instant Booking. Both failed and...

This isn't a "Tesla will fail" call. Tesla remains one of the most technologically ambitious companies on the planet. But...

In my December 2025 report, "When Product Excellence Meets Market Reality," (LINK) I posed the question that's been nagging at...

I've been writing about Google's AI transition for over three years now. In March 2025, with AI pessimism peaking, I...

I'm selling my entire position in PayPal. This isn't a decision I make lightly. A significant part of my thesis...

Microsoft beat on revenue, operating income, and EPS. But shares dropped 10% post-earnings. The concern? 45% of the $625B backlog...

Revenue grew 24%. Ad clicks up 3.5%. Engineering productivity up 30%. The evidence is clear: Meta's AI investments are generating...

For years, Netflix insisted they were builders, not buyers. Then they wrote an $83 billion check for Warner Bros.

Shopee is grabbing market share in Brazil. Amazon is expanding fulfillment. MELI responded by cutting free shipping thresholds. Part 3...

In 2009, Marcos Galperin moved his desk next to the CTO's office. What followed was a decade of bets that...

All I Want for Christmas Is You" is playing in a department store somewhere right now. Probably driving some cashier...