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Steady Compounding

Tag: updates

Sea Limited Q3 2025: Ridiculous Results with a Few Raised Eyebrows

November 14, 2025

PayPal Q3 2025: The Transformation Playbook is Working

November 14, 2025

Meta Q3: Why Mr. Market Hates a 26% Revenue Grower

November 7, 2025

The Expanding Pie: Why Google’s Q3 Proves AI Isn’t Zero-Sum

November 1, 2025

Netflix: Record Engagement Masks a Market Share Problem

October 31, 2025

Trip Holdings: The Vacation May Be Over

September 19, 2025

Portfolio Update: Shifting Sands in China

September 12, 2025

[8 Sep 2025] Portfolio Update: Lululemon Letdown

September 8, 2025

Lululemon: From Turnaround to Letdown

September 7, 2025

Sea Limited Q2 2025: Executing on All Fronts

August 29, 2025

The Trade Desk’s 40% Tumble: Why I’m Not Panicking

August 15, 2025

Paycom Q2 2025: Unveils AI Strategy

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