Microsoft: Applying AI at Scale
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…
The problem Mr. Market has with Tesla’s Q4 2023
The Seattle Seahawks stood moments from victory or defeat against the New England Patriots during Super Bowl XLIX. With 26 seconds left, Seattle is down by four points, second down,…
Meta stock soars 22% and it’s making me uneasy
Therapists call this trauma bonding
My concerns about Nike (stock)
Don’t do it?
Sea Limited: The show goes on
What’s next?
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