Books That Made an Impact in 2022
Disney 2.0: Iger to Reclaim the Magic?
Enneagram: A Useful Self-Awareness Tool
Salesforce: What is Behind This Cloud?
Enneagram: A Tool for Self-Awareness
Writing a Book: A New Adventure
Portfolio: Mix of Value and Growth
Remaining Performance Obligation: An Important Metric to Watch
Stock-Based Compensation at Tech Companies
Mind the GAAP: Profits Prioritized
Higher Uncertainty of Future Cashflows Priced into Present Valuations of Fast Growers
Advertising $$$: Every Company Wants a Piece
Tesla: Solid Results, Bumpy Ride in the Markets
Netflix: "That Will Never Work"
Topsy-Turvy Markets: A Nightmare, Especially for the Perfectionists in Us
The Spotify Play: Q2 Review
Unity Software: Q2 2022 was a Tale of Two Cities
Salesforce: Bigger is Better These Days
Love. Set. Match
Earnings Season Coming to a Close; JFrog Q2 2022 Review
Personal Preferences become Pronounced when Investing in Consumer Names
Doubt: Your Enemy and Your Friend when Investing
Peloton: The Rides were Fun and the Instructors Absolutely Fabulous, but the Stock not so much
Psst, Don’t be a Copycat Investor
Emerging Public Companies: Next Amazons (Part Four of Four)
Enterprise Software: Earnings Season and Metrics to Look Out For
Emerging Public Companies: Next Amazons (Part Three of Four)
Wall Street Target Prices – Different Meanings to Traders and Fundamental Investors
Emerging Public Companies: Next Amazons (Part Two of Four)
Amazon Unbound: Blueprint to Hunt for the Next Big Thing? (Part One of Four)
JFrog: Hind Legs Kicking Hard Amidst Storms In The Market
Stitch Fix: Clients are not Fixated on it
Unity: Metaverse, Interrupted?
Upstart: An Automated Loan Division, Front to Back
“Coffee Can” Approach to Investing – But is that a Blackberry or Apple iPhone inside that Can?
Twilio: Will Top Down Motion Succeed?
Disney: Matryoshka Franchise Model that Gives Birth To New Franchises
Zoominfo: A Case of Eating its Own Dog Food?
Roku: Stick It Back into Netflix?
Alphabet: Fueled by GCP, but Doused by YouTube Letdown
Microsoft: A Deflationary Tool for Customers – and a Safe Hedge against Inflation for Investors?
ServiceNow: "Tools are for fools"
Spotify: "We are not Netflix"
DevOpsDays Atlanta April 19-20
Qualtrics: Every Enterprise Empire Needs a Mentat
Snap Out of It
Tesla - Q1 2022 Results Confirm Hard Moats
Coming soon on Consume Your Own Tech Investing