Crashenbrenner
US markets gyrated wildly beneath the surface in July and we recently found out a key reason why; a young, inexperienced and wildly over-leveraged...
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Meta (META US) - 2Q26 results: Continue to step up AI investment to drive long-term growth
Operating income declined by 8% YoY to US$18.8bn, or grew by 4% YoY to US$21.2bn if excluding US$2.4bn of legal charges, vs. VA consensus of...
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Kaspi.kz Five Years On: We Overpaid in 2021; at 7.4x, the Price Now Works
Earnings more than tripled in dollars after our 2021 Top Pick, yet the stock barely moved. At 7.4x earnings, the next five years can look very...
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Meta (META US): Synthetic Expert Call Transcript (21 Jul 2026)
AI Infrastructure ROI is split: While Core AI (recommendation engines, Advantage+ ad suites) continues to deliver measurable, immediate returns...
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Meta’s $10 Billion AI Side Hustle: Genius Or Red Flag?
Meta Platforms may be preparing to turn one of corporate America’s largest spending programs into an entirely new source of revenue. The company...
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