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“Returns and Lessons Learned” wasn't self-flagellation; my objective was to highlight how mistakes planted the seeds for an evolution in my investment philosophy and research process.
The Science of Hitting
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Last week, I joined Michael Batnick and Josh Brown on “The Compound and Friends” to discuss recent developments in the global DTC video market, Airbnb's…
The Science of Hitting
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Airbnb recently reported its Q2 FY22 financial results, with the quarter providing incremental evidence that the global leader in alternative…
The Science of Hitting
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In late July, Comcast and Charter reported their Q2 FY22 financial results. As I first wrote in September 2021 (“Is The Party Over?”), a big question…
The Science of Hitting
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In Meta: “Appropriately Calibrated”, I wrote the following: “The market (rightly) expressed concerns around FRL, most notably the scale of investment…
The Science of Hitting
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At Microsoft’s Financial Analyst Briefing in April 2015, when CFO Amy Hood was asked about the company’s long-term financial targets in the Cloud…
The Science of Hitting
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“Companies rarely die from moving too fast, and they frequently die from moving too slowly.” - Reed Hastings On Tuesday, Netflix reported its Q2 FY22…
The Science of Hitting
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Last week, Berkshire Hathaway filed a Form 4 disclosing it purchased another 4.3 million shares of Occidental Petroleum (OXY) for ~$250 million…
The Science of Hitting
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