Alphabet 1Q'24 Update
Despite following Big Tech closely for the last 5 years, this sentence from today's call still somewhat surprised me! The scale and the height of...
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Meta 1Q'24 Update
If you have been following Meta for some time, you probably are accustomed with after-hours (AH) volatility by now. While Meta was -20% at one...
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Dollar General 4Q'23 Update
Dollar General (DG)’s stock had an interesting reaction to today’s earnings. First it went up by ~6% in pre-market, but then ended the day 5% down.
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Spotify 4Q'23 Update
While not exactly Meta-like twists and turns, Spotify’s rise from the ashes of late 2022 perhaps slipped through many investors’ mind.
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Meta Platforms: Model Update
So I took this weekend to update my models on Meta and Amazon. I just wanted to leave some brisk thoughts on these updated models.
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