January 2022

April 28th, 2025. Netflix 1Q25 Earnings, Netflix’s $1T Ambition, Churn in Paid Streaming

April 24th, 2025. Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead

April 23rd, 2025. Early Thoughts on Tariff Impact on Apple’s Financials, Apple Valuation Update

April 22nd, 2025. Apple and Tariffs (Let’s Talk Sectoral Tariffs)