Netflix Down 25.8% After Hours?!
The streaming giant reported a loss of 200,000 customers in Q1 and forecast -2m net adds for Q2.
Netflix: The Streaming Giant
How did Netflix defeat Blockbuster, grow to over 200M subscribers, and will they survive increasing competition?
What Are The Characteristics of High-Quality Compounders?
Good businesses have the following characteristics: High return on invested capital (ROIC), long growth runway, with a wide moat.
16 Lessons from Fundsmith’s Annual Shareholder Meeting 2022
Terry Smith is often referred to as the “English Warren Buffett.”
10 Investing Gems from Peter Lynch
How the legend grew a $20 million fund to $14 billion
Amazon: The Ultimate Spawner
Amazon’s Research Report (Paywalled)
10 Lessons from Buffett’s 2021 Letter to Shareholders
Warren Buffett 2021 letter has dropped!
My Notes From Charlie Munger’s Daily Journal Meeting
At 98, Munger is as sharp as ever. His recent 2-hours sharing at Daily Journal was 🔥 Talked about Alibaba, Costco, Activision Blizzard, crypto, interest rates, envy, antitrust, the great…
A Primer On Valuation
I am often asked how to value a company. In this post, I went back to basics and explained it in first principles.
Meta Is Down 23% Post-Market, What Happened?
Today, Meta released its Q4 2021 earnings and this is what happened: Despite beating revenue estimates, the company missed on EBIT and EPS estimates. The operating margins compression was largely…
10 Lessons From Howard Marks of Oaktree Capital
Buffett once said: “When I see memos from Howard Marks in my mail, they’re the first thing I open and read.”
Twilio is Back at Pre-COVID valuations?
Our very first company covered is Twilio, led by the visionary founder CEO Jeff Lawson. When the report was released, the company was great but the valuations were pricey. Today,…