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Research Reports

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Steady Compounding

Paycom: Revenue Reaccelerates in Q4 as Enterprise Strategy Takes Hold

February 20, 2025

From my December 2024 report, “Paycom: Navigating a Strategic Pivot”:...

PayPal Q4 2024: A Strategic Shift

February 6, 2025

PayPal's Q4 2024 results present a mixed picture, reflecting a...

Meta Q4 2024: Firing on All Cylinders

January 30, 2025

Meta is operating like a finely tuned machine. In today’s...

Netflix: The Moat Widens

January 23, 2025

A monster Q4 2024

Meta’s AI-Powered Future

January 9, 2025

Meta's stock performance has been remarkable, surging by over 70%...

How My 2024 Took an Unexpected Turn in December

January 2, 2025

For most of 2024, life was great. But as the...

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