May 2025 Update

Some quick updates for this month: I am going to publish my Deep Dive on Perimeter Solutions (PRM) by 25th of this month. Given that this is a busy earnings season, I wanted to study a small cap company instead of undertaking a large cap company this month. For this

Amazon 1Q'25 Update

Disclosure: I own shares of Amazon Amazon has another pretty decent quarter. Here are my highlights from today’s call. Subscribe Revenue Overall revenue grew by 10% (FX neutral). While Amazon’s 3P business usually grows faster than 1P, both 1P and 3P retail business grew at similar rate in

Meta 1Q'25 Update

Disclosure: I own shares of Meta Platforms Our goal is to make it that any business can basically tell us what objective they're trying to achieve, like selling something or getting a new customer and how much they're willing to pay for each result and then

Synopsys: Harnessing Complexity

You can listen to this Deep Dive here Chip design has long been a paradoxical craft. On one hand, engineers must trust sophisticated software to help them craft circuits of mind-boggling complexity; on the other, they maintain a healthy skepticism, knowing a single flaw can doom a chip. The old

Alphabet 1Q'25 Update

Disclosure: I own shares of Alphabet While Google continues to fend off concerns related to long-term future of search, Alphabet’s business keeps chugging along. Here’s my highlights from today's earnings. Subscribe Revenue On an FX adjusted basis, Alphabet increased its revenue by 14% in 1Q’25

Portfolio Discussion

The last couple of trading days has been unusually active days for me. I have deployed a total ~12% of cash in the last two days; I have another ~6% left which I expect to deploy soon if the market continues its downward trend. I will share some brief thoughts

Back to Google!

There's a popular meme on Twitter that goes like this: "I'm starting to be a real believer in AI. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though"

April, 2025 Update

Just a couple of quick updates for this month: I am going to publish my Deep Dive on Synopsys by 28th of this month. I know I mentioned before that I would cover ASML this month, but I am shifting ASML to next month as I wanted to study an

Lululemon 4Q'24 Update

Disclosure: I own January 2026 $165 Call Options Since its IPO back in 2007, Lululemon always posted double-digit revenue growth every single year. While there was plenty of skepticism throughout 2024, they managed to eke out double digit growth last year. But 2025 topline guidance of 5-7% implies the era

Illumina: A "Monopoly" in a Knife Fight

You can listen to this Deep Dive here The Human Genome Project was an epic scientific quest launched in 1990 to decode the complete blueprint of human life i.e. the 3.2 billion letters that form our DNA. Scientists around the globe collaborated tirelessly, meticulously assembling this genetic puzzle