Earnings

Company financial reports are the foundation for understanding a business as a long-term value investor. Here, you’ll find my earnings reviews, focused on fundamentals, margins, capital allocation, and competitive position.

Earnings

Owning the Shoreline: My Updated Take on NVIDIA - Q3 2026

NVIDIA is no longer just riding the AI wave - it’s shaping the entire shoreline. A $4T company growing at record pace, returning massive capital, and dominating AI infrastructure. Is this still hype, or the backbone of the next decade?

Monster Beverage Earnings

Why Monster Beverage Is a Top Pick for Value Investors

Monster Beverage continues to grow globally, backed by strong brands and a Coca-Cola partnership. Discover why value investors see pricing power, margins, and market reach as key drivers of long-term growth.

Amazon Earnings

Amazon Q3 2025 Deep Dive: Record Quarter, AWS Acceleration and 5-Year Revenue Forecast

Amazon’s latest Q3 results confirm the strength of a company that continues to grow. AWS is regaining momentum, retail remains a massive but steady engine, and advertising is quickly becoming one of Amazon’s most powerful profit drivers.

Starbucks Stock

Starbucks Stock Analysis 2025: Brian Niccol's Turnaround Is Real – But Not Enough Yet

Starbucks delivered its best quarter ever in Q4 2025 under Brian Niccol, but store closures, China struggles vs. Luckin Coffee, worker unrest, and a sky-high P/E keep me on the sidelines. Full analysis.

Netflix

A Deep Dive into Netflix's Q3 Revenue Growth and Global Monetisation Strategy

Netflix is cementing its leadership in the streaming wars. With Q3 2025 financial report they are showing their strength even in unexpected events.

Earnings Review

Inside ARM: How the World’s Chip Architect Keeps Its Edge (and Why Investors Should Care)

Arm powers the chips behind billions of devices, yet most investors don’t fully grasp its business. With a strong moat, high margins, and a push into AI, cloud, and automotive, it’s a licensing powerhouse - but its high P/E and reliance on clients like Apple make it worth a closer look.

Pinterest - More resilient than ever - Q2 2025 - Earnings Review

User growth, ARPU shifts, and a few quiet records might signal something bigger on the horizon. Is $1.3 billion in revenue within reach? Let’s dig into the numbers and see what's really going on behind the headlines.

Earnings Review

Amazon Earnings Review Q4 2024

I started writing this post a long time ago, but there was always a more interesting topic to cover, so I never finished it the way I wanted. Now, almost few weeks before next earnings report it is time to do it. While reading the report from the MAG7 company,

Earnings Review

Pinterest - Record Breaking Q4 2024 - Financial Report Review

Earnings Review

Mercedes Benz Q4 2024 earnings review - 5 most important charts from earnings report

Despite these shifts, MBG Cars remains the group's primary profit driver. Its gross profit for 2024 stands at €21,570 million—nearly four times the combined profit of the Vans and Mobility segments, though down from €26,786 million in 2023. Revenue by Region Another key topic is

Earnings Review

Apple Stock: Riding High or Due for a Dip? A Value Investor’s Perspective Q4 2024

Earnings

NVIDIA’s Q3 FY25 Earnings: Record Revenue, Stock Dip, and the Big AI Bet

Earnings

Pinterest Q3 2024: Why Is the Stock Price Falling Despite Strong Performance?

One stock that has been on my mind for over six months is Pinterest. PINS has struggled to deliver positive returns this year. In fact, year-to-date (YTD), it has dropped by a little over 20%, while the S&P 500 has gained nearly 25% in the same period. This

Financial Report

Google Earnings Review Q3 2024

As anticipated in previous post, this week has been full of surprises, particularly in the tech sector. Several of the world's largest tech companies have released their financial reports, and most have exceeded expectations. One company that has garnered significant attention recently is Alphabet, the parent company of

Financial Report

What to Expect from This Week's Earnings - Q3 2024

This week is packed with major earnings reports from companies like AMD, Alphabet, Microsoft, and Apple, just before U.S. elections—potentially impacting the stock market.