My Favorite Quotes From Berkshire Hathaway’s Annual Letter to Shareholders
In late February the investing world is treated with Warren Buffet’s annual letter to shareholders. He has published it every year going...
IQiyi Earnings: Sales Growing Fast, Costs even Faster
iQiyi, the Netflix/YouTube hybrid in China, reported its 4th quarter and full year 2018 earnings after the bell on Thursday. It is...
No Sign of Slowing Down for Roku
As most shareholders know by now, Roku reported 4th quarter and fiscal year 2018 earnings after the market closed on Thursday, and they...
The Potential of ShotSpotter
Gunfire detection company ShotSpotter, a micro-cap stock, reported their fourth quarter and full year 2018 earnings on Tuesday. I don’t...
Investing for the Long Term
Albert Einstein purportedly called compound interest the “eighth wonder of the world,” and stated that “He who understands it earns it;...
Who Should Apple Acquire?
Apple has more value in liquid assets than any other company in the world, and it’s time for that cash to go to work. The goal of this...
Is the Worst Over For Nvidia?
Chip and GPU maker Nvidia released their fourth quarter and fiscal 2018 earnings after the bell Thursday, “beating” analyst estimates. I...
Twilio is Accelerating its Sales Growth
I wrote yesterday about how Shopify was the fastest SaaS company to get to $1 billion in sales, but it’s quite possible Twilio is going...
Shopify is the Fastest Growing SaaS Company Ever
E-commerce solutions company Shopify reported their fourth quarter and fiscal year 2018 earnings before the market on Tuesday. The stock...
We all love Chipotle, but So Does Wall Street
After yet another highly successful quarter from Chipotle Mexican Grill, it begs the question of what are they doing right that so many...
Why I’m Buying Spotify
Music and audio streaming giant Spotify reported earnings before the bell on Wednesday with mixed opinions from Wall Street. The stock...
Three Important Numbers from Disney’s Earnings
Disney reported its first quarter 2019 earnings after the bell on Tuesday, beating Wall Street expectations on the top and bottom lines....
Better Buy: Alphabet or Facebook?
In this post we are going to evaluate, using a few comparative metrics, whether Facebook or Alphabet (Google’s parent) stock looks like a...
Boeing Shows Again why it is the Easiest Stock to Own
Aviation giant Boeing reported its fourth quarter and fiscal 2018 earnings this morning, impressing analysts and investors. Revenue in...
Is India Crucial for Spotify?
Spotify is showing again this week that, at least for the time being, they will be opting for user and subscriber growth over short-term...
Underdog Target will Outperform Amazon Over the Next Five Years
Last decade, and especially the last few years, Amazon has dominated the e-commerce space. They now do an insane 49% of all e-commerce in...
Post Earnings Analysis: iRobot Poised to Continue Strong Growth
iRobot, the leader in consumer robots and the maker of the Roomba vacuum reported 3rd quarter earnings on October 23rd. Initially Wall...
3 Things I Love, and 3 Things That Worry Me About Spotify
Coming off of its non-traditional public listing earlier this year, Spotify has been gaining more and more traction as a potential...