Airbnb Grew Twice as Fast as Booking, What Happened?
Booking Holdings is up roughly 24% since I published "Why...
Amazon Q2 2026: The Half a Trillion Dollar AWS Backlog
Amazon reported $62.6 billion of net income and 20% revenue...
Meta Grew 28% and the Stock Dropped, What Happened?
Meta just posted 28% revenue growth and the stock sold...
Alphabet Q2 2026: The $707 Billion Footnote
Advertising has gone from 78% of revenue to 68% while...
Netflix: The Pendulum Swings Back
The market was certain Netflix was broken in 2022, certain...
Buffett Reveals the $31 Billion Alphabet Bet Was His Call: Full CNBC Interview Transcript (July 2026)
Everyone read Berkshire's Alphabet stake as Greg Abel's mark on...
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