Tag: company breakdown

A deep love into Microsoft's 3 business segment, growth and valuation.

A wider range of outcomes.

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 ...