Wise: Scaling Towards Zero Fees
Wise’s relentless focus on driving down fees is reminiscent of Costco’s approach. In every earnings call, Wise’s management faces repeated questions about its profitability, and its answer remains consistent: its…
Sea Limited: From Struggles to Strength
From “A turnaround in sight?” (March 2024): “With Garena and SeaMoney, the company has a twin engine that’s gushing cash, giving it the edge Shopee needs to boost its active…
Airbnb Next Moves: Can Chesky’s Vision Deliver Long-Term Value?
Airbnb CEO Brian Chesky on the next chapter: “We’re now beginning to prepare the next chapter of Airbnb, and I want Airbnb to be one of the most important companies…
PayPal’s Turnaround: Promising Signs in Q2 2024
“However, nothing happens overnight. It will take time for some of our initiatives to scale and move the needle, but the initial customer reaction and merchant demand for our new…
Meta’s rock solid earnings for Q2 2024
The narrative surrounding Meta has taken a sharp turn. The company, once perceived as past its prime after facing revenue declines in 2022, has staged a remarkable resurgence. The Q2…
Adobe: Strong Q2 Results and Upgraded Guidance
Despite the noise surrounding Adobe—from the abandoned Figma acquisition and AI disruption concerns to a recent lawsuit from the US government accusing Adobe of ‘trapping subscribers’—the company continues to thrive. …
Netflix: A Masterclass in Strategic Pivots
One of the traits I admire most about Netflix is its willingness to change and pivot when necessary. From a DVD-by-mail service to streaming. From licensing content to producing original…
Is Lululemon on the Road to Recovery? Analyzing Q1 2024
Trouble is brewing at Starbucks
Sea Limited: Has it Bottomed Out?
Meta’s AI arms race
Ah… it’s Q1 and Mr. Market already doesn’t like what Meta has put out despite the company’s strong performance. Let’s examine Meta’s recent earnings and determine why investors remain cautious,…
Alphabet in the AI Era
It seems like Alphabet has entered its own “year of efficiency”, garnering favorable attention from Mr. Market. Alphabet’s revenues reached $80.5 billion this quarter, marking a 15.4% year-over-year (yoy) growth….