Breaking down Amazon Q2 2023 Results
Impressive set of results from Amazon. In Q2 2023, Amazon reported net sales of $134.4 billion, an 11% increase compared to the same period in 2022. One of the standout…
Earnings Update: Microsoft 4Q23, Alphabet 2Q23 and Netflix 2Q23
Wise Research Report
Wise is a fintech company that earns money by collecting fees for cross-border transactions. This is not much different from Banks and traditional money remittance companies like the Western Union. …
Will Threads by IG take down Twitter?
Why insurance businesses could be great stocks to own
The sexy allure of turnaround stocks: Why they usually end in heartbreak
Not all hype will live up to its dream, not everything that shines will be the next Amazon
Few things evoke the thrill of investing more than the prospect of unearthing the next Amazon, a diamond in the rough, poised to disrupt an industry and deliver exponential returns….
So my Adobe shares are up 50%…
The 5 Variables Needed to Value Any Businesses
In a podcast, Aswath Damodaran, the ‘Dean of Valuation,’ shared valuable insights on valuation. He explained the hidden traps in growth forecasting, how to think about discount rates and argued…
Lessons from Berkshire Shareholders Meeting 2023
It was incredible to see Buffett and Munger LIVE. And to meet so many investors from all around the world. There’s a lot to cover, so I’m going to break…
Brookfield Corp Research Report
The King of Streaming
It’s wild to think that a year ago, Netflix’s share price dropped as low as $164.28. That was when Bill Ackman sold his 7% stake in Netflix, at a loss…