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):...

I've recently returned from my trip to China, visiting Suzhou, Shanghai, and Hangzhou. The journey took me down memory lane—my...

Remember when Sea Limited was almost done for? The pandemic darling had burned through cash like there was no tomorrow....

PayPal continues to execute on its strategic shift under CEO Alex Chriss, who took over in September 2023. The company...