Tag: company breakdown

The streaming giant reported a loss of 200,000 customers in Q1 and forecast -2m net adds for Q2.

How did Netflix defeat Blockbuster, grow to over 200M subscribers, and will they survive increasing competition?

Amazon's Research Report (Paywalled)

Roy Mann, CEO of Monday.com (“Monday”) believes that the next phase of software will be focused on giving users the power to create software that fits their needs.

Deep dive into Ant Financial, regulations and valuation of Alibaba.

Sometimes a great investment has a simple thesis.

In these three episodes, I sat down with Reggie from The Financial Coconut and discuss why Sea Limited is firing on all cylinders today.

SeaMoney is the final piece to Sea Limited's deep dive and it is more than an important piece of the puzzle for Sea Limited's eCommerce ambitions. Southeast Asia is extremely underbanked and the market is hungry for financial services.

The happiest place on earth. It is near impossible to replicate Disney’s share of mind even if you have all the money in the world. The Disney name is well-known to billions of people. It has a meaning, an emotion perhaps, attached to it globally. It is hard to find another brand that is unanimously known as the happiest place on earth. With Disney+, it ...

For anyone looking to start learning how to invest, I would always recommend starting with products or services you use. Being a foodie myself, F&B naturally falls within my circle of competence! Before we even dive into today's main topic, when selecting F&B companies as investment, always choose companies with products that could become part of their customer's routine. Even better if it's a little ...

Initiated a stake in Fastly this week to make myself follow through on deep diving into this company. They reported a strong set of Q2 results, with revenue rising 61.7% y-o-y. It was also the first time their EPS became positive, at $0.02 per share. Yet its share price took a hit and declined 33%. Largely due to Donald Trump threatening to ban Tik Tok, ...

Investors who held Mastercard for the past 10 years, have been rewarded handsomely with a 27.4% returns compounded annually. A $10,000 investment would have returned approximately $113,000 over this period. In this article, we will discuss why Mastercard's wide moat has allowed it to reinvest its earnings at high returns.