The Mighty Google Search Engine
Click here to read the latest research report on Alphabet if you haven’t already. To understand why it is so difficult to compete with Google, let’s look at how the…
What’s going on at DocuSign?
DocuSign is not a company I have covered in my research reports nor do I hold an investment in it, but I have received a lot of questions about the…
Alphabet Research Report
Alphabet is the parent company of Google and they make money primarily through three ways: (1) Advertising revenue accounts for the lion share of their revenue. This comes from the…
Is Starbucks a Buy After Declining More Than 30%?
I’m afraid you may be taking the wrong lessons from Mr. Market
The Secret Writings of Peter Lynch
Aswath Damodaran on inflation, valuation and the future of ESG
Invest Like The Best recently featured the dean of valuation, Aswath Damodaran. Great conversation covering: -The importance of stories when valuing companies -Why inflation is causing havoc in today’s market…
Thoughts on Twilio’s Q1 2022 results
Some quick hits on Twilio’s Q2 2022 earnings: Strong revenue growth despite coming off a strong Q2 2021. Revenue came in at $875.4m, up 48% year-on-year (YoY), including $32.2 million…
Why do rising interest rates cause the stock market to crash?
Basic Fit Research Report
How long will this market drawdown last?
How much cash should you hold in your portfolio?