Portfolio

Brookfield Corporation's Q4 2024 Results and 5-Year Outlook: A Record Year For a Steady Compounder

A global investment powerhouse with strong insider alignment and its growth trajectory

Feb 17 •

Amazon's Q4 2024 Earnings and 2025 Outlook: Strong Results, Big Investments, and Future Growth

Why Amazon remains my top holding amid market skepticism

Feb 9 •

2024 in Review: A Year of Transformation and High-Conviction Investing

Reflecting on portfolio restructuring, performance, launching a newsletter, and future goals

Jan 4 •

Alphabet Inc. (Google): AI Leadership and Regulatory Risks

How Alphabet is adapting to AI competition and regulatory scrutiny while leveraging its strengths to sustain dominance

Dec 29, 2024 •

Alphabet Inc. (Google): A Comprehensive Analysis of Its Business and Investment Case

A deep dive into Alphabet's leadership, competitive advantages, financial strength, strategic growth plans and my investment thesis

Dec 24, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts