Alphabet 2Q'24 Update

Yesterday’s Google’s earnings may have been bit of “meh” at first glance, but there were nuggets in the call that may have important implications for the broader market. Here’s my highlights from the earnings. Subscribe Revenue Network segment continues to struggle, but the rest of the businesses

Sartorius Stedim: A Pure-play Pick-and-Shovel in Biotech

Disclosure: I own Preference Shares of Sartorius AG You can listen to this Deep Dive here In 1870, Florenz Sartorius, at the age of 24, founded Sartorius which was primarily a manufacturer of analytical balances in Germany. By late 1800s, in addition to balances, Sartorius expanded its operations to incubators

Why I am buying CoStar Group

I have started a ~3% position in CoStar (CSGP) at $71/share and would like to increase the position to ~5% if the stock goes down to ~$60. I wrote a Deep Dive on CSGP back in January 2024, so I would suggest reading my Deep Dive for a more

Buying Puts on QQQ

I posted on X and Threads yesterday why I started buying some puts on QQQ. Since not all of my readers may be on X and Threads, let me share my thoughts with you as well. I have also edited a bit and expanded on a couple of points after

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