Join me in learning about investing and life from the whales.
Mar 3, 2026
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7 min read
Q4 FY2026 breakdown: $331M net new ARR (+47% YoY), first GAAP profit, and a guidance range that Wall Street wanted wider.
3 min read
Q4 2025 breakdown: 52.7M daily users, $1B+ in bookings, and a bold bet that's scaring Wall Street.
Mar 1, 2026
5 min read
Q4 FY2026 earnings breakdown: record revenue, Blackwell ramp, $11B networking explosion, and why Jensen says "compute equals revenue."
Jun 9, 2025
Meridian Contrarian Fund's Q1 2025 performance demonstrates the patient, disciplined approach that defines successful contrarian investing
Apr 21, 2025
Seven Sectors Terry Smith of Fundsmith Steers Clear of When Investing
Apr 20, 2025
By learning about these six types of stocks, you can make smarter choices and build a stronger portfolio. Peter Lynch’s simple approach shows that anyone can invest successfully if they take the time to understand what they own.
