Mostly Borrowed Ideas
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
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11/ "Google Meet can live stream to up to 100k people who can also participate in Q&A" "Waymo became the first company to run fully autonomous ride-hailing operations in multiple...
1/23 Warren Buffett's 2021 Annual Letter What a wonderful way to start my Saturday morning! My notes from the latest $BRK letter: "Charlie and I are not stock-pickers; we are bus...
Next is Google/Alphabet A bit similar to AAPL, but slightly more favorable to the management than AAPL's. If $GOOG beats 75% of S&P 500 companies, management will receive 200% of...
5/6 So you don't sell at all? You do. When a business "1. is no longer growing at an above-average rate, 2. has had its competitive advantage impaired, or 3. has had an adver...
2/ "...more than 7/8ths of the shares, representing $1.4 trillion of wealth creation, are owned by others. Who are they? ...theyβre Mary and Larry, who sent me this note out of the...
13/ CFO increased +6.8% YoY, driven by WC benefits. Buyback> FCF. My guess is we'll continue to see buyback somewhat equals FCF. Diluted shares outstanding -4.9% YoY. If they buy...
10/ iOS changes were indeed a headwind. Although FB didn't quantify, they mentioned without the changes, FB would see sequential, instead of flat, revenue growth. It sounds more...
11/ But here's the thing, maintenance capex on servers based on these assumptions is ~$17 Bn/year. If FB can extend server useful life by one year, it can ~13 Bn/year. As I alread...
1/19 $META 4Q'21 Earnings "although the direction is clear, our path ahead is not yet perfectly defined." The word "headwind" or "headwinds" appeared 30 times on this call. Mark...
8/ "in places like the US, the stories format is monetizing much closer to parity" "it's certainly much better for us if short form as video is dominant versus long form. It just...
3/ "We recently surpassed 50 million music and premium subscribers, including those in trial, and YouTube shots continues to see higher adoption rates. In the past year, the averag...
7/12 "Our product leadership continues with more than 2,000 new cloud products and feature releases in the last year." "retail was again by far the largest contributor to yoy grow...