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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1/6 Bezos invested for couple of decades in building the retail infrastructure without showing much profits. Along the way, AMZN stumbled upon on AWS. Once AWS came to light, in...
1/ Thread: $GOOG 3Q'21 Earnings Update Google continues to post numbers that would probably break analysts' DCFs. What really boggles my mind is YouTube, a ~$29 Bn run-rate biz,...
1/ Thread: $FB 3Q'22 Earnings Update When Evan Spiegel was busy cajoling Apple during the disruptive iOS changes, Zuck understood the gravity and prepared FB quite well ahead of t...
3/9 There is truth to that, especially since I say I intend to be long-term investor. It would create a cognitive dissonance if I get in and out of stocks every few months and ye...
1/ $ETSY 1Qβ21 Update From 2016-2018, Etsy added 10.9 mn active buyers to its marketplace. In the first three months of 2021 (AFTER the pandemic-fueled holiday season), Etsy add...
1/ Thread: $AMZN 2020 Shareholder Letter This is Bezos' last letter as CEO of Amazon. I have been saying this for a while: Buffett and Bezos are two best business writers of our t...
1/ Thread: The role of intangibles in valuation I feel like a broken record, but @mjmauboussin and Dan Callahan recently published another intriguing piece titled "One Job". What...
1/ Thread: Half-life of Investing Until 1965, medical students were taught the number of chromosome in a human cell to be 48. What was remarkable is two researchers found the num...
1/6 Thread: The art of selling your stocks Since 1926, top 4% companies explain the net gain of the entire stock market in the US. Yes, 4%! The rest 96% in aggregate matched the...
1/ Thread: $FB long-term bull thesis It's Zuck. Of course, there are other reasons as well. But Zuck is at the center of my bull thesis. Here's why.