Warren Buffett Sold Nearly HALF of His Apple Stake During Q2 2024
In the first half of 2024, Berkshire Hathaway sold a significant portion of its Apple holdings—115 million shares in the first quarter and another 390 million in the second quarter….
Are you worried about the stock market decline?
After a strong start in 2024, the S&P 500 has lost 5.7% over the last few trading sessions. This decline stems from the index’s extreme concentration in a few tech…
Meta’s rock solid earnings for Q2 2024
The narrative surrounding Meta has taken a sharp turn. The company, once perceived as past its prime after facing revenue declines in 2022, has staged a remarkable resurgence. The Q2…
Domino’s Deep-Dive
There’s little in the world as addictive as simple carbohydrates, and rarer still is a company as capital efficient as Domino’s Pizza. In fact, Domino’s might be the most capital…
Things Aren’t Always as Straightforward as They Seem
Rabbits are an epidemic in New Zealand, wreaking havoc on the ecosystem due to the lack of natural predators. To solve this problem, someone came up with a brilliant idea…
The secret to investing well in uncertain times
The stock market is not a fan of uncertainty. News of missed earnings targets, shifting consumer preferences, or global events can send prices tumbling. Remember the sharp declines of Netflix,…
Paycom Deep-Dive
Paycom is a leading provider of cloud-based human capital management (HCM) software. Its comprehensive solution enables businesses to manage the entire employee lifecycle, from hiring to retirement. Designed for user-friendliness…
Adobe: Strong Q2 Results and Upgraded Guidance
Despite the noise surrounding Adobe—from the abandoned Figma acquisition and AI disruption concerns to a recent lawsuit from the US government accusing Adobe of ‘trapping subscribers’—the company continues to thrive. …
Netflix: A Masterclass in Strategic Pivots
One of the traits I admire most about Netflix is its willingness to change and pivot when necessary. From a DVD-by-mail service to streaming. From licensing content to producing original…
Is Lululemon on the Road to Recovery? Analyzing Q1 2024
Trouble is brewing at Starbucks
Sea Limited: Has it Bottomed Out?