Earnings Update/ Regulations

After analyzing Alphabet’s Q2 results (“Alphabet Q2 2025: The AI Transition Takes Shape”), I’m making some portfolio adjustments. The Sell: Adobe I’m selling my remaining Adobe position. There’s uncertainty around…

Back in March, I wrote a piece titled “Why It’s Premature to Cancel Google Search.” The thesis was straightforward:  “Writing off Google in search would be premature. Its younger competitors…

AI is reshaping the creative landscape at breakneck speed. And in this revolution, Adobe finds itself in a peculiar position. The company keeps beating expectations quarter after quarter. Yet its…

In my April 2022 report titled “Netflix: The Streaming Giant,” I wrote: “While new subscriber acquisitions seem to have slowed down, given the large and growing addressable market, coupled with…

From my earlier article on The Trade Desk: From Unstoppable to Uncertain: “What makes this situation particularly interesting is that the problems appear to be primarily self-inflicted. There’s no evidence…

In April 2025, I argued that Lululemon’s challenges were temporary rather than structural, in Lululemon: The Tide Isn’t Turning (Yet): “The key question is whether these issues are temporary or…

Remember when Sea Limited was almost done for? The pandemic darling had burned through cash like there was no tomorrow. Interest rates were rising. Consumer spending was cooling. The company…

PayPal continues to execute on its strategic shift under CEO Alex Chriss, who took over in September 2023. The company deliberately prioritizes profitable growth over raw volume expansion, particularly its…

Dear Steady Compounders, I’ve made a change to our publishing schedule this month. Our next Insider Stocks update was originally planned for Friday, April 18th, but I’m bringing it forward…

In a previous article ($), Market is Optimistic About Lululemon, I highlighted how management had promised business would return to normal once inventory levels improved and new products hit the…

Jeff Bezos once shared a profound insight at the 2007 Amazon shareholder meeting: “I very frequently get the question: ‘What’s going to change in the next 10 years?’ And that…

Once could be a fluke, twice may be luck, perhaps the third time it is a pattern. This is the third consecutive quarter where Sea Limited has delivered outstanding results….