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Netflix: From Subscriber Growth to Profit Growth
A comprehensive analysis of Netflix (NFLX).
Feb 17
•
Dan
9
1
1
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LTP Notes 016: Raised AI Revenue Outlook, Growing Global Copper Demand, 2026 Growth Outlook, and Others
Some investing notes that may help you gain insights or make long-term decisions.
Feb 3
•
Dan
6
1
Toast: Platform Scale, Margin Expansion, and Long-Term Value Creation
A comprehensive analysis of Toast Inc. (TOST).
Jan 27
•
Dan
10
3
1
LTP Notes 015: ASML's Hidden $6B Recurring Revenue, Renewable Energy to Double by 2050, Ad Market Projection by 2030, TSMC Controls 72% of…
Some investing notes that may help you gain insights or make long-term decisions.
Jan 20
•
Dan
8
1
On Holding: High Gross Margin, Geographic Expansion, and Appealing Valuation
A comprehensive analysis of On Holding AG (ONON).
Jan 12
•
Dan
9
1
1
LTP Notes 014: 20-Year Valuation Peak, Waymo's Self-Driving Cars Are Safer, TSMC Wins The AI Race No Matter What, Google's 70/20/10 Rule…
Some investing notes that may help you gain insights or make long-term decisions.
Jan 6
•
Dan
6
3
1
The Trade Desk: Be Greedy When Others Are Fearful
A comprehensive analysis of The Trade Desk (TTD).
Dec 30, 2025
•
Dan
20
3
7
Opera: AI Integration, Gaming Browser, and Recurring Dividends
A comprehensive analysis of Opera (OPRA).
Sep 12, 2025
•
Dan
9
2
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