Fizzing or flat? A tonic brand with global aspirations.
2
And a brief background on the semiconductor value chain
5
A $PYPL deep dive
1
An $ADBE deep dive
3
Inside Bezos’ Death Star
3
Why a strategic acquisition of $ZM by $FB makes sense
2
2
Some fanciful thinking to solve a content shortage & content unlock
2
2
A $NFLX deep dive
1
A deep dive on Alphabet
2
A short post on my YTD performance
3
2
End of year reflection
2
A Zoom $ZM Deep Dive
1