Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Danaher: A compounding machine over four decades
July 20, 2022, 3:55 a.m.
PayPal: Beyond the Button
June 21, 2022, 1:56 p.m.
Adyen: The “Navy SEAL” Team of Payments
May 20, 2022, 3:07 a.m.
Ethereum: A Literature Review
April 20, 2022, 1:07 p.m.
CSI: Software Santa eating the VMS market
March 21, 2022, 11:59 a.m.
What’s embedded in Meta’s stock price?
March 16, 2022, 6:36 p.m.
Twilio: Communication API platform for the developers, by the developers
Feb. 15, 2022, 4:03 p.m.
Pinterest: Building the taste graph
Jan. 20, 2022, 10:35 a.m.
2021 Annual Letter
Dec. 27, 2021, 4:22 a.m.
Spotify: Play the Audio
Dec. 15, 2021, 1:36 p.m.
RH: Climbing the elusive luxury mountain
Nov. 19, 2021, 12:58 p.m.