Calvin McDonald is out mid-turnaround. Elliott just took a $1B stake. China grew 46% while the U.S. declined 3%. The...

On 9 April 2020, I published my first post on Steady Compounding. I was still serving out my scholarship bond,...

MercadoLibre raised $7.6 million in October 1999. By March 2000, they had negative runway. This is the story of how...

Paycom delivered Q3 results that met guidance but failed to inspire. Despite management's evangelizing about IWant AI and Beti's game-changing...

Google went from $143 to $300 in months after appearing in my April shopping list. The narrative shifted from 'Search...

Eric Seufert explains why ChatGPT's affiliate link strategy is wrong and personalized ads are essential. Plus: Meta's first real bear...

Last March, I was sitting in an air-conditioned food court in town, waiting for my old investments lecturer. When he...

PayPal CEO Alex Chriss laid out three specific challenges at Citi's FinTech Conference that sent the stock lower. But the...

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...