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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Imagine you're building a portfolio of stocks for the next 10 years. Let's assume ~30% stocks in S&P 500 will outperform and the rest ~70% will underperform the $SPY total return a...
If you haven't listened to the Charlie Munger podcast episode with @collision, I highly recommend it. Let me briefly share a key takeaway from the episode. I noticed how Munger re...
So I got my Ray-Ban Meta Smart glasses today. Based on my first impressions, hereβs what I think about it. https://t.co/A6Dd1kj2Ul
Management Compensation and Incentives I was recently reviewing management incentives at $AAPL, $MSFT, $GOOG, $AMZN, and $META in their 2022 proxy statements. My best to worst ra...
Some interesting quotes from WSJ piece on $META: "The damage (ATT related) had diminished from the more-than 8% hit to revenue early in the year to just 2.5%, and likely would dis...
Some wonderful bits from @scuttleblurb "If you're wrestling with both long-term questions and short-term questions, the short-term questions are always going to win." this one i...
Ben Thompson's podcast with Daniel Gross and Nat Friedman is SO good that I had to stop listening after 40 mins as I wanted to take notes. Leaving my notes after the first 30-40 m...
$ADBE 4Q'22 Update While the days of 20%+ topline growth is clearly behind us, Adobe remains the juggernaut in creativity software industry. Digital Media, Digital Experience, an...
Hot take on EU news EU is $70 ARPU market for $META. I wonder whether Meta should run an experiment by launching two monetization: 1. $10/month with no ads to access FOA (FB+IG...
Thanks to @zugmanfabio, I came to know about a follow up study by Bessembinder on long-term stock market returns. Leaving my notes here.
$ADSK had bit of a mixed quarter. While they typically beat the high end of their guidance, Q3 topline was near the low end of the guidance. Moreover, guidance appears to be weak...
Despite the material drawdown in software this year, it is surprising to me the kind of assumptions I still have to believe to make decent return. Take $DDOG for example which is...