Earnings Update/ Regulations

Google changed the world forever. It has been the guardian of information and knowledge for over two decades. Across hundreds of millions of websites, that tiny search engine bar took…

From my December 2024 report, “Paycom: Navigating a Strategic Pivot”: “Paycom’s challenges are not structural—they’re executional. Paycom can likely achieve a turnaround by actively listening to customer feedback and adjusting…

PayPal’s Q4 2024 results present a mixed picture, reflecting a significant strategic shift under new leadership. We’ll begin by examining the challenges within the unbranded solutions segment. Unbranded Solution: The…

Meta is operating like a finely tuned machine. In today’s article, I’ll delve into Meta’s financial performance, analyze key business highlights, provide insights from management’s commentary, and conclude with a…

Meta’s stock performance has been remarkable, surging by over 70% in the past year, significantly outpacing the broader market.  This resurgence is fueled by strategic investments toward Artificial Intelligence, a…

Despite 2023’s strong market performance, 2024 has presented compelling opportunities to acquire high-quality businesses at attractive valuations. As we’ve seen repeatedly, investor time horizons compress to zero during drawdowns, and…

After the company’s third-quarter results, Mr. Market found its groove and sent Lululemon’s share price soaring over 20%. Concerns about intense competition in the high-end athleisure market seem to have…

Brookfield made headlines recently when Bill Ackman, renowned investor and founder of Pershing Square Capital Management, revealed Brookfield Corporation (BN) as his fund’s largest holding. As of his latest 13F…

This marks the second consecutive quarter in which I’m happy with all three segments of Sea Limited’s business—digital entertainment, e-commerce, and digital financial services. From my earlier article in March…

Before diving into Paycom’s latest earnings, let’s recap the challenges that led the stock to trade at a forward PE multiple of just 17x when we first covered it in…

I’m pretty happy with the companies in my portfolio right now; most are hitting their stride, and the strong business performance is reflected in rising stock prices. Over the long…