What Does It Mean For Stocks When Xi Removed Hu?
Why I’m reducing my stake in Sea Limited
Amazon’s Q2 2022 Earnings Update
Disney Overtook Netflix In The Streaming Wars In 2.5 Years?
Alphabet and Meta Q2 2022 Earnings Update
I’m down with COVID-19 this week but this earnings season still has me curious as to whether the economy is becoming as bad as what the news is reporting. Let’s…
The Mighty Google Search Engine
Click here to read the latest research report on Alphabet if you haven’t already. To understand why it is so difficult to compete with Google, let’s look at how the…
What’s going on at DocuSign?
DocuSign is not a company I have covered in my research reports nor do I hold an investment in it, but I have received a lot of questions about the…
Is Starbucks a Buy After Declining More Than 30%?
Thoughts on Twilio’s Q1 2022 results
Some quick hits on Twilio’s Q2 2022 earnings: Strong revenue growth despite coming off a strong Q2 2021. Revenue came in at $875.4m, up 48% year-on-year (YoY), including $32.2 million…
Big Tech Earnings Round Up: Google, Facebook and Amazon
Google Q1 2022 Another solid quarter for Google as they delivered revenue growth of 23% year over year (YoY) from $55.3b to $68b. Let’s dive deeper into its two main…
Netflix Down 25.8% After Hours?!
Meta Is Down 23% Post-Market, What Happened?
Today, Meta released its Q4 2021 earnings and this is what happened: Despite beating revenue estimates, the company missed on EBIT and EPS estimates. The operating margins compression was largely…