Airbnb's Soul Search Beyond Homes
Yesterday, Booking CEO Glenn Fogel appeared on JP Morgan Annual TMT Conference. On the same day, Brian Chesky from Airbnb released their annual...
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Floor & Decor's Cyclical Malaise Vs Structural Moat
One of the ironies of operating in a cyclical end market is that management can sound like genius to somewhat hopeless depending on the stage of...
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The Honeymoon Phase of Capacity
Both CoreWeave and Nebius had some interesting nuggets in their 1Q’26 call. Let’s start with CoreWeave.Just like the hyperscalers, CoreWeave’s...
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Meta 4Q'25 Update
Admittedly, I was confused looking at the initial reaction of Meta’s earnings when the stock went down. Mr. Market promptly corrected its “mistake”...
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Lululemon 1Q'25 Update
Lulu is again back to LSD growth in the US; what makes it more disappointing is they actually had a somewhat easier comparison since 1Q’24 growth...
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