Mostly Borrowed Ideas
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
View on πThreads
While Meta's bet on Metaverse, especially Horizon is routinely mocked (not necessarily for the wrong reasons), it is somewhat surprising to read a rather positive piece on Horizon...
Running thread on NZS Capital's weekly newsletter "SITALWeek" I am an avid reader of NZS Capital's opinions which are genuinely thought provoking even though I often find myself d...
I always tell others in Contrary Research team that we can be only as good as our research fellows are. We must, therefore, maintain a high bar while recruiting for our Research F...
1/8 Thoughts during bear market When equity markets go through a prolonged drawdown, it is easy to find yourself suffering from tunnel vision: where does it bottom? Of course, no...
1/9 My wife and I hosted two Afghan women for dinner tonight. Let's call them S, and D. It's one thing to read news stories about Afghanistan but it hits you differently when you...
1/7 Quick thoughts on $ADBE acquisition of Figma In June'21, Figma raised $200 Mn at $10 Bn valuation. Even though a lot has changed since then in the public markets, ADBE just pa...
1/5 Since I walk an hour everyday, it took me three days to finish the @AcquiredFM episode on AWS. So most quotes here fresh from the last hour: "The real story here is Amazon dis...
1/ Some thoughts on SMID cap tech stocks An often repeated mantra in the past cycle was that the bull market in tech in 2020-2021 and the resultant crash afterwards is nothing lik...
1/15 $IAC 2Q'22 Update "We want our shareholders to feel their capital is safe with us...that itβs our responsibility to help that capital grow healthily by building businesses an...
1/13 $SQ 2Q'22 Update "...we recognize the importance of exercising discipline with our investments as we enter a period of potential uncertainty." Unfortunately, total opex cont...
1/20 $AMZN 2Q'22 Update Amazon may be the first and the last ~$1.5 Tn market cap company to report negative Trailing Twelve Months (TTM) FCF (-$23.5 Bn to be exact).
1/18 $META 2Q'22 ββ¦we seem to have entered an economic downturn that will have a broad impact on the digital advertising business. And it's always hard to predict how deep or how...