Daan Investor
  • Home
  • Earnings Review
  • Value Investing Guide
  • Macro & Geo
  • Watchlist
  • Library
  • About
Sign in Subscribe

Q4 2025

A collection of 4 posts
Why Pinterest Stock Dropped After Record User Growth - PINS Q4 2025 Earnings Review
Earnings Explained

Why Pinterest Stock Dropped After Record User Growth - PINS Q4 2025 Earnings Review

Pinterest added more users than ever, yet the stock is down. Growth looks great, but something is slowing behind the scenes in its most important market. Here’s the real story investors need to know.
16 Feb 2026 4 min read
Amazon Delivers Strong Quarter While Investing Aggressively in AI Infrastructure - Q4 2025 Earnings Review
Amazon Earnings

Amazon Delivers Strong Quarter While Investing Aggressively in AI Infrastructure - Q4 2025 Earnings Review

Amazon is accelerating in cloud and advertising while committing unprecedented capital to AI infrastructure. The market is nervous. However, I look at it differently. Here is why I believe this investment cycle could define the next decade.
15 Feb 2026 4 min read
Is Netflix "Dead Money" because of WBD acquisition? - Q4 2025 Earnings Review
Earnings Review

Is Netflix "Dead Money" because of WBD acquisition? - Q4 2025 Earnings Review

Netflix is playing the long game. Q4 revenue beats, subscriber growth, and Warner Bros acquisition show the company is focused on building the ultimate streaming library.
21 Jan 2026 3 min read
Starbucks Stock Analysis 2025: Brian Niccol's Turnaround Is Real – But Not Enough Yet
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.
02 Dec 2025 2 min read
Page 1 of 1
Daan Investor © 2026
  • Sign up
  • Privacy
  • Legal
Powered by Ghost