My thoughts on Netflix’s third quarter.
Tag Archives: Update
My thoughts on JD’s third quarter.
My thoughts on Alphabet’s third quarter.
My thoughts on Amazon’s third quarter.
My thoughts on Amazon’s second quarter.
My thoughts on Amazon’s first quarter.
My updated scenario analysis and valuation of Chipotle.
My thoughts on Chipotle’s first quarter.
My thoughts on Chipotle’s fourth quarter.
My thoughts on Chipotle’s third quarter.