Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Google Search
June 20, 2022, 11:23 a.m.
Update (Please Read)
June 15, 2022, 1:11 p.m.
Snowflake
June 6, 2022, 1:12 p.m.
Cvent (potentially) a quiet compounder in the making
May 25, 2022, 2:40 p.m.
The Beast Within the Beast: Instagram
May 9, 2022, 12:26 p.m.
Zebra: The Industry Leader in Warehouse Automation
April 25, 2022, 11:50 a.m.
FICO: The Industry Standard
April 11, 2022, 2:17 p.m.
CVS: The One-Stop Shop for Pharmacy Needs
March 28, 2022, 3:40 p.m.
Iteris and the Roadway Sensor Industry
March 14, 2022, 1:11 p.m.
Angi Risk/Reward is Worth It
Feb. 28, 2022, 2:58 p.m.
Perimeter Solutions: an overlooked SPAC
Feb. 14, 2022, 2:07 p.m.
Mitek Systems Is A Monopoly
Jan. 25, 2022, 5:27 p.m.
Sea Limited's Growth Opportunities Are Not Priced In
Jan. 10, 2022, 2:09 p.m.
Guest Article: Tesla’s Direct-To-Consumer Advantage
Dec. 30, 2021, 2:03 p.m.
Facebook's Impenetrable Flywheel
Dec. 22, 2021, 4:26 p.m.
Digital Advertising Industry Report
Dec. 15, 2021, 2:18 p.m.
Guest Article: Amazon.com Inc. (NYSE: AMZN)
Dec. 13, 2021, 11:41 p.m.
Netflix's Biggest Competition is Still "Sleep"
Dec. 8, 2021, 3:11 p.m.
Finvolution Investment Report
Nov. 26, 2021, 9:32 p.m.
Coming soon
Nov. 26, 2021, 7:44 p.m.