Netflix Q3 2026: Churn Improved. So Why Swap the Content Chief?
22 October 2026
Investing
Company breakdowns, earnings updates and the ideas behind how I invest.
Latest articles
Open to everyone, newest first.
Netflix’s Growth Is Slowing, Should We Be Worried?
7 October 2026
Shopify Deep Dive, Part 2: The $2.5 Billion Side Quest
25 September 2026
Mastercard Q2 2026: Buy It and Go to the Beach?
28 August 2026
Sea Limited Q2 2026: From Promise to Proof
13 August 2026
Airbnb Grew Twice as Fast as Booking, What Happened?
11 August 2026
Meta Grew 28% and the Stock Dropped, What Happened?
3 August 2026
Alphabet Q2 2026: The $707 Billion Footnote
31 July 2026
The Memory Chip Boom, and Why I’m Not Chasing It
28 June 2026
Alphabet Q1 2026: The Thesis Has Played Out
22 May 2026
Zuck #trustmebro
8 May 2026
The Market Doesn’t Care About Your Forecast
19 April 2026
Buy MELI, I Am
26 February 2026
Booking Holdings: Why the AI Bear Case Has It Backwards
24 February 2026
Meta Q4 2025: Strong Results, AI Investments Paying Off
30 January 2026
MercadoLibre Part 2: The Flywheel
2 January 2026
MercadoLibre Part 1: How They Survived When 80+ Competitors Failed
12 December 2025
Why ChatGPT Needs Ads, Not Affiliates—And Meta’s AI Risk
24 November 2025
- For members
My investing journal
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021.
Meta Just Reversed a Decade of Buybacks
30 October 2026
Booking Holdings: Death by Agent, Round Two
16 October 2026
Musing About Meta’s New Front Door
2 October 2026
Meta Just Reversed a Decade of Buybacks
30 October 2026
Booking Holdings: Death by Agent, Round Two
16 October 2026
Musing About Meta’s New Front Door
2 October 2026
© 2026 Steady Compounding - By Thomas Chua