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/ $ADSK FY 1Q'23 Update ADSK tried to establish that the days of the cyclicality of construction sector affecting their business is behind them; now they have a stable, recurring...
1/4 Updated my AWS model tonight. $AMZN I wanted to see what if AWS incremental growth just doesn't accelerate much from here on. Although AWS topline grew by $16 Bn in 2021, I ke...
1/ $IAC 1Q'22 Update "market reaction is driven by an appropriate resetting in valuation frameworks rather than an exogenous βblack swanβ event. And this time thereβs no βshot-in-...
1/8 Thoughts on bear market I asked earlier today "what is your expected annual savings as % of your current portfolio value?" People may not realize this, but I think this is a...
1/ Thread: Meta's/ $FB maintenance capex While maintenance capex is hardly reported, it is perhaps one of the most important data points for investors, especially for companies g...
1/ $SQ 1Q'22 Update Square, Cash App, AfterPay, Bitcoin revenue...Block is not the easiest company to follow. From ~$150 Bn mcap to ~$60 Bn mcap, it's been quite the journey over...
1/ $SHOP 1Q'22 Update I know, I know they have missed consensus estimates, but in the context of broader e-commerce, I felt it was okay quarter. Here's my notes.
1/ $AMZN 1Q'22 Update "these profit levels are super high now. They're becoming super high at the company if you ex out the COVID costs. Is Jeff aware of how profitable the compan...
1/ $FB/Meta 1Q'22 Update Phew! Meta is NOT dead. Well, at least, not yet. Even after +20% AH, Meta's "Family of Apps" is still likely priced to be terminally ill business, and i...
1/ $SPOT 1Q'22 Update Last 6 months has been a lesson about how difficult consumer internet is. These companies can create enormous consumer surplus for users, but capturing some...
1/ $GOOG 1Qβ22 Update If you are *owner* of GOOG, this was mostly another impressive (yawn!) quarter. Just a little deceleration in YouTube, and boy this almost became YouTube ear...
1/4 poll inspiration: @AndrewRangeley Do you share your $NFLX password with anyone else?