Is Google suffering from innovator’s dilemma?
Microsoft has declared war on Google
Meta’s share price increased 110% in the last 3 months?!
[Paywalled] Has Meta become investable again?
Texas Roadhouse Research Report
Deep-Dive into the Roadie!
How Dollar Shave Club took down Gillette the Goliath
How David took down Gillette the Goliath
Shopify Research Report
Empowering small businesses
Three main engines that drive stock returns
Companies that benefit from all three engines score the biggest home runs.
Navigating through inflation, interest rates, & a recession?
How do we prepare for it?
Tesla Research Report
Trigger Warning: Not for the easily offended.
How to Know When to Quit?
A Gambler’s Guide To Investing & Life w/ Annie Duke
Own capital-light companies in an inflationary environment
Capital-light companies are more likely to survive (or even prosper) during an inflationary environment.
Meta Q3 2022: Is it time to sell Meta?
The good and the bad
What Does It Mean For Stocks When Xi Removed Hu?
What does it mean for China (and your portfolio)?