Earnings Update/ Regulations

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…

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. …

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…

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,…

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….

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There was a time when I owned Mastercard, which is a great company that just does its things—execute, grow, and compound. It’s painful to think about it so I’m not…