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...

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...