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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1/4 Deep Dive on $DDOG https://t.co/YzPEnGK25F Earlier Deep Dives: UBER, ETSY, LULU, ANGI, ANSS, ADSK, CPRT, SHOP, OTIS, CRWD, ROKU, BA, SQ, TRUP, RH, SPOT, PINS, TWLO, CSU, ETH,...
$IAC 3Q'22 Update "Perceptions of both IAC and Angi have swung from extreme confidence to extreme skepticism. We could all challenge the rationality of the extremes, but the gener...
spoke with a couple of $GOOG bears. Here's what they think. GOOG EBIT was $10 Bn in 2010 and $41 Bn in 2020. So it took them 10 years to increase EBIT by $31 Bn. Then they increa...
Insightful interview of @eugenewei by Ben Thompson today Some quotes and excerpts.
$AMZN 3Q'22 Update "When faced with an uncertain economy or some kind of discontinuous event, customers tend to double down on companies that they believe have the best customer e...
$SHOP 3Q'22 Update By and large, things are in the right direction for Shopify. Here are my highlights from the latest earnings.
$META 3Q'22 Update "...I think that those who are patient and invest with us will end up being rewarded" Mark Zuckerberg From October 26, 2015 to today (after-hours), the stock i...
$SPOT 3Q'22 Update "...I suspect many of you think Spotify is a great product, yet at the same time, you may also think that we're a bad business or at least a business with bad m...
$GOOG 3Q'22 Earnings Update "There's no question we're operating in an uncertain environment" Summertime is over, and winter is almost here. Here are some of my highlights from...
Thoughts during bear market I journal my thoughts in public from time to time so that I can look back later and read how I was thinking. We are usually too generous to ourselves i...
Really interesting interview of Zuck Some key excerpts. Zuck's point on blurring line between public and private in many countries (especially China) is spot on. Biden can hate E...
Notes from $META Connect 2022 First things first, as expected, Meta appears to have moved on from its strategy to sell hardware at negligible or negative gross margin. Quest Pro w...