Portfolio

Amazon's Q2 2025 Results: Still Early at $123B AWS Run Rate

Re-acceleration across Retail and Ads, AWS demand locked in, and CapEx as a feature, not a bug

Aug 26 •

Evolution AB's Q1 2025: Navigating Challenges for Sustainable Growth

A review of Evolution AB's Q1 2025 slowdown and why it may be temporary

May 3 •

Laying the Tracks of the Digital Economy: The AI & Cloud Infrastructure Boom

A historical parallel between the industrial railroad boom and the AI & cloud infrastructure expansion shaping the next digital century

Apr 6 •

Brookfield Corporation's Q4 2024 Results and 5-Year Outlook: A Record Year For a Steady Compounder

A global investment powerhouse with strong insider alignment and its growth trajectory

Feb 17 •

Amazon's Q4 2024 Earnings and 2025 Outlook: Strong Results, Big Investments, and Future Growth

Why Amazon remains my top holding amid market skepticism

Feb 9 •

2024 in Review: A Year of Transformation and High-Conviction Investing

Reflecting on portfolio restructuring, performance, launching a newsletter, and future goals

Jan 4 •

Alphabet Inc. (Google): AI Leadership and Regulatory Risks

How Alphabet is adapting to AI competition and regulatory scrutiny while leveraging its strengths to sustain dominance

Dec 29, 2024 •

Alphabet Inc. (Google): A Comprehensive Analysis of Its Business and Investment Case

A deep dive into Alphabet's leadership, competitive advantages, financial strength, strategic growth plans and my investment thesis

Dec 24, 2024 •

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