Airbnb: From Crisis to Profitability
The company that rose from the ashes after the pandemic.
Google Dropped 10% After Q3’2023 Earnings?!
Justified or overreaction?
Netflix: Are you not entertained?
Netflix sort of reminds me of Microsoft when they were still young. Back in 1998, speaking at the University of Washington, Bill Gates said: “Although 3 million computers get sold…
Rapid Fire: Twilio and Intuitive Surgical
Rapid fire takes on Twilio and Intuitive Surgical
My Updated Thoughts on Sea Limited
Damn. I never expected them to pull it off but they actually did it.
Breaking down Amazon Q2 2023 Results
Impressive set of results from Amazon. In Q2 2023, Amazon reported net sales of $134.4 billion, an 11% increase compared to the same period in 2022. One of the standout…
Earnings Update: Microsoft 4Q23, Alphabet 2Q23 and Netflix 2Q23
Microsoft 4Q23, Alphabet 2Q23 and Netflix 2Q23
So my Adobe shares are up 50%…
What I plan to do with my shares
The King of Streaming
It’s wild to think that a year ago, Netflix’s share price dropped as low as $164.28. That was when Bill Ackman sold his 7% stake in Netflix, at a loss…
Microsoft Q3 2023: Firing on all cylinders (almost)
Ever since Satya took over, Microsoft has just been doing Microsoft things—executing. The company reported the following set of results: Revenue up 7% year-over-year (yoy) to $52.9b Gross profits up…
Tesla’s Q1 2023 earnings: Are they in trouble?
It’s share price tanked 10%
Is Alibaba splitting into 6 business units a good thing?
Alibaba will be splitting its $220b business into six major business group