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Research Reports

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Steady Compounding

Tag: SCIS

Microsoft Q4 2026: Nadella’s Plan to Make Every Model Swappable

September 4, 2026

Mastercard Q2 2026: Buy It and Go to the Beach?

August 28, 2026

Starbucks: The Turnaround Is Working, But Would I Buy It?

August 21, 2026

Sea Limited Q2 2026: From Promise to Proof

August 13, 2026

Airbnb Grew Twice as Fast as Booking, What Happened?

August 11, 2026

Amazon Q2 2026: The Half a Trillion Dollar AWS Backlog

Meta Grew 28% and the Stock Dropped, What Happened?

Alphabet Q2 2026: The $707 Billion Footnote

Netflix: The Pendulum Swings Back

The $100k Stock Market Shopping List (July 2026 Edition)

Shopify Deep Dive Part 1: The Falling Margin That Fooled Everyone

Microsoft: Is OpenAI an Asset or a Liability?

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