Amazon 3Q'24 Update
Except 1P, every segment of the business is growing at double digit rate. Both AWS and advertising grew at 19% YoY.I’ll discuss more about AWS...
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Meta 3Q'24 Update
Even though easy comp ended in 1Q’24 and 3Q’24 faced a fairly difficult comp, Meta posted quite strong YoY growth rates across regions in 3Q’24.
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Alphabet 3Q'24 Update
Let’s start with not-so-good news. For the 9th consecutive quarters, Google Network revenue kept declining. Everything else is good news.
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Why I Am Buying AppFolio
Back in February this year, I published my Deep Dive on AppFolio. Since then, the stock has underperformed both S&P 500 and QQQ by more than 20%.
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UMG: The Sound of Music
While music clearly leaves an indelible effect on most of our lives, it has not been easy for capitalism to capture the value created by music.
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