In a previous article ($), Market is Optimistic About Lululemon, I highlighted how management had promised business would return to...

Jeff Bezos once shared a profound insight at the 2007 Amazon shareholder meeting: "I very frequently get the question: 'What's...

https://www.youtube.com/watch?v=NaFU5F8hI6E&t=789s Ian King: Ladies and gentlemen, good evening and welcome to the annual shareholder meeting of the Fundsmith Equity Fund....

Hey, I get it—stock market declines are terrifying.  And it's not just your imagination: losses actually do hurt more than...

Once could be a fluke, twice may be luck, perhaps the third time it is a pattern. This is the...

Google changed the world forever. It has been the guardian of information and knowledge for over two decades. Across hundreds...

From my December 2024 report, “Paycom: Navigating a Strategic Pivot”: “Paycom’s challenges are not structural—they’re executional. Paycom can likely achieve...

PayPal's Q4 2024 results present a mixed picture, reflecting a significant strategic shift under new leadership. We'll begin by examining...

Meta is operating like a finely tuned machine. In today’s article, I’ll delve into Meta's financial performance, analyze key business...

A monster Q4 2024

Meta's stock performance has been remarkable, surging by over 70% in the past year, significantly outpacing the broader market.  This...

For most of 2024, life was great. But as the year drew to a close, my dad's health took a...