Investing (Stocks)

Once could be a fluke, twice may be luck, perhaps the third time it is a pattern. This is the third consecutive quarter where Sea Limited has delivered outstanding results….

Google changed the world forever. It has been the guardian of information and knowledge for over two decades. Across hundreds of millions of websites, that tiny search engine bar took…

From my December 2024 report, “Paycom: Navigating a Strategic Pivot”: “Paycom’s challenges are not structural—they’re executional. Paycom can likely achieve a turnaround by actively listening to customer feedback and adjusting…

PayPal’s Q4 2024 results present a mixed picture, reflecting a significant strategic shift under new leadership. We’ll begin by examining the challenges within the unbranded solutions segment. Unbranded Solution: The…

Meta is operating like a finely tuned machine. In today’s article, I’ll delve into Meta’s financial performance, analyze key business highlights, provide insights from management’s commentary, and conclude with a…

Meta’s stock performance has been remarkable, surging by over 70% in the past year, significantly outpacing the broader market.  This resurgence is fueled by strategic investments toward Artificial Intelligence, a…

Despite 2023’s strong market performance, 2024 has presented compelling opportunities to acquire high-quality businesses at attractive valuations. As we’ve seen repeatedly, investor time horizons compress to zero during drawdowns, and…

After the company’s third-quarter results, Mr. Market found its groove and sent Lululemon’s share price soaring over 20%. Concerns about intense competition in the high-end athleisure market seem to have…

The stock market has been a great place for optimists to grow wealth—especially over the past two years.  Between December 7, 2022, and today, the S&P 500 has delivered approximately…

Brookfield made headlines recently when Bill Ackman, renowned investor and founder of Pershing Square Capital Management, revealed Brookfield Corporation (BN) as his fund’s largest holding. As of his latest 13F…

This marks the second consecutive quarter in which I’m happy with all three segments of Sea Limited’s business—digital entertainment, e-commerce, and digital financial services. From my earlier article in March…