Posts
Not outsmarting anyone. Just applying discipline that works.
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Yelp: Southpark Darling Wunderkind
$YELP at $25 is getting a pretty lazy sell-side treatment. Most of the discussion is still ad locations, traffic, CPC, ARPU, margins, etc. The models basically extrapolate the legacy advertising business and call it a day. The analysts spend 15 minutes looking at these numbers and get back to networking …
Big Tech earnings recap: strong growth, heavier spending but less room for error
Last week confirmed that AI demand remains strong. It also showed how expensive the buildout and capex has become. Microsoft reported $90.0B in revenue, up 18%, with Azure growth of 43%. Its $678B commercial backlog gives investors strong visibility, but more than $50B of quarterly capex raises the bar for …
ME Group (LSE:MEGP) - What is wrong with it?
Market cap : 415 million GBP Stock price : 1,11 GBP 2025 revenue : 315 million GBP 2025 net income : 57 million GBP Me Group is a UK based vending machine operator. They install their own self service vending machines (mostly launderettes and photo booths, no food / drinks) …
Reddit userbase capitalization
We always talk about numbers and financials but in case of reddit I feel they have fundamental concern about how to capitalize the userbase and convert it into the revenue. USP of reddit which is chaotic, equivocal, intelligent and freevoice userbase is itself their problem. On other platforms like Facebook …
What are some memorable management calls you’ve learned from?
Ive been taking away a lot from earnings calls and the Q&As, both: 1. in terms of understanding the actual business and, 2. professionally, learning how good management teams communicate, handle tough questions, and present results. Are there any memorable earnings calls or Q&As you would recomend where you learned …