Archive

Alphabet: It's Complicated.

Dec 5, 2024

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11 min read

Alphabet: It's Complicated.

PLUS: Warren Buffett's Mic Drop

DigitalOcean: An Intriguing First Quarter

May 19, 2024

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11 min read

DigitalOcean: An Intriguing First Quarter

S&P500: Shut Up & Wait?!

PayPal: Bullish with a Twist?

May 5, 2024

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10 min read

PayPal: Bullish with a Twist?

Berkshire Sells 13% of Apple Stake

The Big Three: SentinelOne, PayPal and Build-A-Bear?

Apr 2, 2024

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15 min read

The Big Three: SentinelOne, PayPal and Build-A-Bear?

PLUS: Cocoa Goes Loco!

The Big Three: PayPal, Disney, and Meta

Feb 18, 2024

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12 min read

The Big Three: PayPal, Disney, and Meta

PLUS: Berkshire's 1997 Annual Meeting