Microsoft Q3 2023: Firing on all cylinders (almost)
Ever since Satya took over, Microsoft has just been doing Microsoft things—executing. The company reported the following set of results: Revenue up 7% year-over-year (yoy) to $52.9b Gross profits up…
Tesla’s Q1 2023 earnings: Are they in trouble?
It’s share price tanked 10%
Why Warren Buffett Sold Most of His Bank Stocks
Buffett is arguably the best investor in banks.
Nike Research Report
Just do it!
Charlie Munger fireside chat with Todd Combs
Munger talked about a great range of topics—lessons from Henry Singleton & Benjamin Franklin, irrationality, investing and more.
Is Alibaba splitting into 6 business units a good thing?
Alibaba will be splitting its $220b business into six major business group
Lessons from Fundsmith Annual Shareholder Meeting 2023
Fundsmith’s sales, purchases, the stock he wants most (but hasn’t yet owned), and the stock he believes is the cheapest in Fundsmith’s portfolio.
ELI5: Why did SVB blow up?
How the meltdown happened.
What Airbnb did in 2008 to avoid death
Airbnb dance with death
Airbnb Deep-Dive
[Members] Airbnb research report
Key takeaways from Warren Buffett’s 2022 letter to shareholders
Warren Buffett FY2022 letter to shareholders
Lessons from Charlie Munger talk at Daily Journal 2023
Key lessons from Charlie Munger Daily Journal Annual Shareholders Meeting