Alphabet 2Q'24 Update
Yesterday’s Google’s earnings may have been bit of “meh” at first glance, but there were nuggets in the call that may have important implications...
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IQVIA Deep Dive
Back in 2016, IMS Health and Quintiles went through a merger of equals to form “QuintilesIMS” which was later renamed to be “IQVIA” in 2017.
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Lululemon 1Q'24 Update
Lululemon was facing some really thorny questions from Mr. Market ever since 4Q’23 earnings. Today’s earnings should help calm some nerves.
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May, 2024 Update
Following TSMC, I will spend some time out of semis for a few months and then come back to semis later in the year. I also wanted to share some...
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Amazon 1Q'24 Update
Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went.
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