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…
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Airbnb recently reported its Q2 FY22 financial results, with the quarter providing incremental evidence that the global leader in alternative…
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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…
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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…
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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…
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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…
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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…
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In “The Pickle Out Of The Jar”, which I wrote shortly after the WarnerMedia / Discovery deal was announced in May 2021, I quoted John Malone on the…
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Nike (NKE) Deep Dive
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As the saying goes, a picture is worth a thousand words. The S&P 500 has declined by ~21% year to date, its worst first half performance in more than 50…
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In September 1995, legendary investor Peter Lynch wrote an article in Worth magazine (“Fear of Crashing”) where he looked to address two questions that…
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Note: I published a deep dive on Match Group on 06/06/22 (link) In 2014, 24-year old Whitney Wolfe Herd found herself back at square one. The co-founder…
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