Alphabet and Meta Q2 2022 Earnings Update
I’m down with COVID-19 this week but this earnings season still has me curious as to whether the economy is becoming as bad as what the news is reporting. Let’s…
Mastercard Research Report
The classic compounder.
8 Mental Models For Investing Success
Build a robust latticework of mental models for investing.
How Does Increasing Interest Rates Curb Inflation?
A participant from my investing course asked me this question, so I felt it would be useful to share with you why the Federal Reserve (Fed) is raising interest rates…
Investing Secrets of Legendary Stock Picker Peter Lynch
Peter Lynch’s secret to picking stocks. My notes from One Up On Wall Street.
Why Wide Moat Businesses May Not Be a Good Investment
Why the trajectory of a moat is more important than the size of a moat.
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%?
Are the problems temporary or permanent?
I’m afraid you may be taking the wrong lessons from Mr. Market
Long feedback loops and short feedback loops
The Secret Writings of Peter Lynch
Few people know that Lynch wrote for Worth Magazine from 1992 to 1999. It’s a 181 page bonus scene to his best seller.