In my weekly newsletter the 3-Bullet Sunday on 20 July, I wrote: "Don't let daily narratives drive your thinking. The...

When stocks drop 20%, 30%, or even 50%, our first instinct is to search for reasons. We scour the news....

First off, I'm mildly disappointed nobody on the earnings call talked about the recent Oklahoma City Thunder NBA championship win...

After analyzing PayPal's Q2 results, I'm making some portfolio adjustments following my recent moves in Adobe (Sell) and Alphabet (Buy)....

In my Q1 2025 analysis PayPal: Let Alex Chriss Cook ($), I wrote: "Branded checkout is a two-sided network—the more...

After analyzing Alphabet's Q2 results ("Alphabet Q2 2025: The AI Transition Takes Shape"), I'm making some portfolio adjustments. The Sell:...

Back in March, I wrote a piece titled "Why It's Premature to Cancel Google Search." The thesis was straightforward:  "Writing...

AI is reshaping the creative landscape at breakneck speed. And in this revolution, Adobe finds itself in a peculiar position....

In my April 2022 report titled "Netflix: The Streaming Giant," I wrote: "While new subscriber acquisitions seem to have slowed...

We're halfway through 2025, and it's been a wild ride. With liberation day tensions and escalating US involvement in Middle...

From my earlier article on The Trade Desk: From Unstoppable to Uncertain: “What makes this situation particularly interesting is that...

In April 2025, I argued that Lululemon's challenges were temporary rather than structural, in Lululemon: The Tide Isn't Turning (Yet):...