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February 2024

Can Snowflake Capitalize In The Age Of AI?
5 reasons why guidance is overly conservative
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Amol Desai
From Cash Registers to Cloud Castles: How Par Tech is Winning the Restaurant Tech War
The point-of-sale (POS) system is the lifeblood of any restaurant, acting as the central hub for transactions, inventory management, and customer…
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Amol Desai
Domino's Is Gaining Momentum
Domino's is surging, with U.S.
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Amol Desai
The Alpha In Infrastructure
Despite remarkable progress in Generative AI and significant capital flowing into nearly every facet of the field, forward growth estimates for Cloud…
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Amol Desai
The Car Market Just Did A U-Turn
After years of skyrocketing prices, it's finally a buyer's market.
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Amol Desai
19 Lessons After 19 Years Of Investing Experience
2024 is my nineteenth year as a professional investor.
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Amol Desai
There Is A New Sports Bundle In Town
For legacy media, it will make things worse.
 • 
Amol Desai
5 Advertising Takeaways From MegaCap Earnings Reports
Advertising is a dynamic market.
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Amol Desai
The Amazon Flywheel Is In Full Effect
We doubled the size of our fulfillment center network in 18 months and built out a last mile transportation network, the size of UPS in 18 months
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Amol Desai
The Top 10 Takeaways From The Jobs Report
While the headline report is strong, the details are mixed.
 • 
Amol Desai
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