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The Top 10 Takeaways From The February Jobs Report
In February 2024, the U.S. economy added 275,000 jobs. However, the details are mixed. Here are the top 10 takeaways from the jobs report: 1) The U.S…
Mar 8
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Amol Desai
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The Top 10 Takeaways From The February Jobs Report
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Offshore Energy's Epic Comeback!
Why Tidewater? Here are 5 reasons they're the captain of this comeback crew.
Mar 6
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Amol Desai
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Offshore Energy's Epic Comeback!
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February 2024
Can Snowflake Capitalize In The Age Of AI?
5 reasons why guidance is overly conservative
Feb 29
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Amol Desai
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Can Snowflake Capitalize In The Age Of AI?
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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…
Feb 28
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Amol Desai
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From Cash Registers to Cloud Castles: How Par Tech is Winning the Restaurant Tech War
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Domino's Is Gaining Momentum
Domino's is surging, with U.S. same-store sales jumping 2.8% and total U.S. retail sales (including new stores) rising 4.5%, both exceeding analyst…
Feb 26
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Amol Desai
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Domino's Is Gaining Momentum
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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…
Feb 22
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Amol Desai
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The Alpha In Infrastructure
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The Car Market Just Did A U-Turn
After years of skyrocketing prices, it's finally a buyer's market.
Feb 20
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Amol Desai
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The Car Market Just Did A U-Turn
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19 Lessons After 19 Years Of Investing Experience
2024 is my nineteenth year as a professional investor. My journey started with a simple question: how can I turn my hobby into my job? It’s been an…
Feb 14
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Amol Desai
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19 Lessons After 19 Years Of Investing Experience
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There Is A New Sports Bundle In Town
For legacy media, it will make things worse.
Feb 9
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Amol Desai
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There Is A New Sports Bundle In Town
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5 Advertising Takeaways From MegaCap Earnings Reports
Advertising is a dynamic market. Here are 5 takeaways after Megacap earnings reports: 1. Amazon’s advertising business is rapidly gaining global market…
Feb 6
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Amol Desai
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5 Advertising Takeaways From MegaCap Earnings Reports
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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
Feb 4
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Amol Desai
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The Amazon Flywheel Is In Full Effect
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The Top 10 Takeaways From The Jobs Report
While the headline report is strong, the details are mixed.
Feb 2
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Amol Desai
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The Top 10 Takeaways From The Jobs Report
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