Domino’s Deep-Dive
There’s little in the world as addictive as simple carbohydrates, and rarer still is a company as capital efficient as Domino’s Pizza. In fact, Domino’s might be the most capital…
Things Aren’t Always as Straightforward as They Seem
Rabbits are an epidemic in New Zealand, wreaking havoc on the ecosystem due to the lack of natural predators. To solve this problem, someone came up with a brilliant idea…
The secret to investing well in uncertain times
The stock market is not a fan of uncertainty. News of missed earnings targets, shifting consumer preferences, or global events can send prices tumbling. Remember the sharp declines of Netflix,…
Paycom Deep-Dive
Paycom is a leading provider of cloud-based human capital management (HCM) software. Its comprehensive solution enables businesses to manage the entire employee lifecycle, from hiring to retirement. Designed for user-friendliness…
Adobe: Strong Q2 Results and Upgraded Guidance
Despite the noise surrounding Adobe—from the abandoned Figma acquisition and AI disruption concerns to a recent lawsuit from the US government accusing Adobe of ‘trapping subscribers’—the company continues to thrive. …
Netflix: A Masterclass in Strategic Pivots
One of the traits I admire most about Netflix is its willingness to change and pivot when necessary. From a DVD-by-mail service to streaming. From licensing content to producing original…
Is Lululemon on the Road to Recovery? Analyzing Q1 2024
Trouble is brewing at Starbucks
Sea Limited: Has it Bottomed Out?
Meme Stocks are Making a Comeback
Key Takeaways from Berkshire’s 2024 Annual Shareholder Meeting
It is certainly not the same without the late Charlie Munger on stage with Warren Buffett. When asked, “If you had one more day with Charlie, what would you do…
Meta’s AI arms race
Ah… it’s Q1 and Mr. Market already doesn’t like what Meta has put out despite the company’s strong performance. Let’s examine Meta’s recent earnings and determine why investors remain cautious,…