July, 2024 Update

Just a very short update for this month. I will publish a Deep Dive on Sartorius Stedim Biotech by 25th of this month. After studying IQVIA last month, I am enjoying working on some healthcare companies and may choose to do a couple more this year to keep extending my

IQVIA Deep Dive

Note: I recorded the audio version of this Deep Dive, but unfortunately the file got corrupted and for some reason, it has randomly deleted 20 minutes of the final version. So, you won’t be able to listen to this month’s Deep Dive. Apologies for the inconvenience. Back in

Lululemon 1Q'24 Update

Disclosure: I own January 2026 $165 LULU Call Options Lululemon was facing some really thorny questions from Mr. Market ever since 4Q’23 earnings. Today’s earnings should help calm some nerves. Here are my highlights from tonight’s call. Sales Growth by Region At first glance, one may find

June, 2024 Update

We are getting close to the half-year mark for this year. Let me take this opportunity to briefly share some thoughts with you: 1. First things first, after spending the last three months on studying semiconductors, I will spend the next couple of months on healthcare industry. I will publish

Dollar General 1Q'24 Update

Disclosure: I own shares of Dollar General “Dollar General (DG)’s stock had an interesting reaction to today’s earnings. First it went up by ~6% in pre-market, but then ended the day 5% down.” I actually wrote that in last quarter’s update and surprisingly, this event more or

TSMC: The Most Mission-Critical Company on Earth

You can listen to this Deep Dive here On my Semiconductor Primer, I mentioned the following quote from the book “Chip War” to substantiate the pervasiveness of chips in modern world: “Last year, the chip industry produced more transistors than the combined quantity of all goods produced by all other

May, 2024 Update

This month's Deep Dive will be on TSMC which I'm hoping to publish sometime in the last week of this month. Following TSMC, I will spend some time out of semis for a few months and then come back to semis later in the year. I

Amazon 1Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went. So, while I will mostly discuss Amazon's earnings in this update, I will briefly touch on some

Alphabet 1Q'24 Update

"...it took Google more than 15 years to reach $100 billion in annual revenue. In just the last 6 years, we have gone from $100 billion to more than $300 billion in annual revenue" Despite following Big Tech closely for the last 5 years, this sentence from today&

Meta 1Q'24 Update

Disclosure: I own shares of Meta Platforms If you have been following Meta for some time, you probably are accustomed with after-hours (AH) volatility by now. While Meta was -20% at one point AH today, it does seem a bit overdone. Of all the post-earnings drop that I have experienced