ServiceNow has been cut in half. But this is a company growing revenue at 22% annually with a 98% renewal...

We went from aspiring to return to double-digit growth... to merely trying to sell product at full price. Q4 beat...

Terry Smith and Julian Robins address Fundsmith's underperformance, explain why they've halved their Microsoft, Meta, and Alphabet positions over AI...

Sea closed 2025 with $22.9 billion in full-year revenue, up 36.4% year-on-year. Full-year net income reached $1.6 billion and adjusted...

Trade Desk reported Q4 2025 revenue growth of 14%, guided Q1 2026 to just 10%, and lost another CFO in...

We are in a weird moment in the stock market. The S&P 500 is just 1% away from its all-time...

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...