Latest Posts
Some updated thoughts on AppFolio
Over the weekend, I recorded a podcast on AppFolio which will be released within a few days. Before recording the podcast, I started reviewing my own as well some others’ work on the company. I have come to find some glaring gaps in my analysis published before on AppFolio which
Maravai: A Cornerstone in mRNA and Biologics Innovation
You can listen to this Deep Dive here
While I usually focus on covering large-cap companies, I decided to spend some time studying Maravai LifeSciences (Ticker: MRVI) which is only $1.5 Billion market cap company. Admittedly, it caught my attention when one of my friends started tweeting about it.
Lululemon 3Q'24 Update
Disclosure: I own January 2026 $165 LULU Call Options
While the overall market continues to hit All-time High almost every other day, Lulu has been battling the skeptics for much of this year. There is still a long way to go, but with the stock now up almost 50% over
December, 2024 Update
Some quick updates for this month.
I am currently working on Maravai Lifesciences (Ticker: MRVI), and I expect to publish my Deep Dive later this month.
I plan on covering earnings of Dollar General and Lululemon this week. Since DG has become somewhat unimportant holdings for me at this point,
Oracle: Ellison's Voyage to Software and Beyond
You can listen to this Deep Dive here
(Note: while I usually use my own AI voice to narrate the Deep Dive, I have decided to use a "professional AI voice" and utilized a different AI tool this time. It's better.)
“Why do we do these
November, 2024 Update
Some quick updates for this month.
I am currently working on Oracle Corporation (Ticker: ORCL), and I expect to publish my Deep Dive on Oracle by November 26th.
While I mentioned earlier that I would work on a couple more semiconductor companies this year, I am shifting it to next
Amazon 3Q'24 Update
Disclosure: I own Jan 2025 $55 call options of Amazon
Like clockwork, Amazon has posted another impressive quarter. Every part of the business seems to be trending well, and moving in the right direction.
Here are my highlights from today’s call.
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Revenue
Except 1P, every segment of the
Meta 3Q'24 Update
Disclosure: I own shares of Meta Platforms
Meta’s earnings was fine. But there is almost a certain sense of exhaustion in terms of reaction to Big Tech earnings this quarter so far.
Here are my highlights from today’s call.
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Users
Daily Active People (DAP) across its Family
Alphabet 3Q'24 Update
Alphabet had a pretty impressive quarter!
Here’s my highlights from the earnings.
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Revenue
Let’s start with not-so-good news. For the 9th consecutive quarters, Google Network revenue kept declining. Everything else is good news. Despite all the disruption narrative, Search keeps humming along. YouTube is doing okay. But