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
So my Adobe shares are up 50%…
What I plan to do with my shares
The King of Streaming
It’s wild to think that a year ago, Netflix’s share price dropped as low as $164.28. That was when Bill Ackman sold his 7% stake in Netflix, at a loss…
Microsoft Q3 2023: Firing on all cylinders (almost)
Ever since Satya took over, Microsoft has just been doing Microsoft things—executing. The company reported the following set of results: Revenue up 7% year-over-year (yoy) to $52.9b Gross profits up…
Tesla’s Q1 2023 earnings: Are they in trouble?
It’s share price tanked 10%
Is Alibaba splitting into 6 business units a good thing?
Alibaba will be splitting its $220b business into six major business group
Is Google suffering from innovator’s dilemma?
Microsoft has declared war on Google
Meta’s share price increased 110% in the last 3 months?!
[Paywalled] Has Meta become investable again?
Navigating through inflation, interest rates, & a recession?
How do we prepare for it?
Meta Q3 2022: Is it time to sell Meta?
The good and the bad
What Does It Mean For Stocks When Xi Removed Hu?
What does it mean for China (and your portfolio)?