Steady Compounding

After analyzing PayPal's Q2 results, I'm making some portfolio adjustments...

In my Q1 2025 analysis PayPal: Let Alex Chriss Cook...

After analyzing Alphabet's Q2 results ("Alphabet Q2 2025: The AI...

Back in March, I wrote a piece titled "Why It's...

AI is reshaping the creative landscape at breakneck speed. And...

In my April 2022 report titled "Netflix: The Streaming Giant,"...