Ruth Porat August 2nd, 2023. Alphabet 2Q23 Earnings, Ruth Porat to Oversee Alphabet’s Other Bets, My Updated Apple Earnings Estimates
July 9th. 2025. More on Apple CEO Succession, Tim Cook on Apple CEO Succession, The Ideal Candidate for Apple CEO
July 7th, 2025. More on “F1 The Movie” Success, Capex vs. Depreciation, Keep an Eye on Big Tech Headcount
