INVESTING
Timeless investment principles, case studies, and more!
Sea Limited Q4 2024: Three Consecutive Quarters of Excellence
Once could be a fluke, twice may be luck, perhaps the third time it is…
Why It’s Premature to Cancel Google Search
Google changed the world forever. It has been the guardian of information and knowledge for…
Paycom: Revenue Reaccelerates in Q4 as Enterprise Strategy Takes Hold
From my December 2024 report, “Paycom: Navigating a Strategic Pivot”: “Paycom’s challenges are not structural—they’re…
PayPal Q4 2024: A Strategic Shift
PayPal’s Q4 2024 results present a mixed picture, reflecting a significant strategic shift under new…
Meta Q4 2024: Firing on All Cylinders
Meta is operating like a finely tuned machine. In today’s article, I’ll delve into Meta’s…
Netflix: The Moat Widens
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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