Alphabet

Spotify

The stock has come a long way in a short period of time. After tanking [...]

Netflix

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Netflix

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

Carvana

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

Netflix

More people are now acknowledging that Netflix won the “streaming wars,” but that implies the [...]

Alphabet 4Q 2019 Update

My thoughts on Alphabet’s fourth quarter.

My thoughts on Alphabet’s third quarter.

My thoughts on Alphabet’s second quarter.

My thoughts on Alphabet’s first quarter.

My thoughts on Alphabet’s third quarter.