Meta

August 22nd, 2024. Meta 2Q24 Earnings, Thoughts on Meta HW Sales

Amazon

August 21st, 2024. Amazon Earnings, Amazon in the Home

August 20th, 2024. Tech Observations From My Vacation

Google Search

August 13th, 2024. Thoughts on the U.S. v. Google Verdict (Part 2)

Google

August 12th, 2024. Thoughts on the U.S. v. Google Verdict (Part 1)

Apple 10-Q

August 8th, 2024. Apple 3Q24 10-Q Takeaways, A Few Interesting Tidbits About Apple’s Share Buyback, Apple’s Free Cash Flow Margin

Apple earnings Q&A

August 7th, 2024. Reading Between the Lines of Apple’s 3Q24 Earnings Q&A With Analysts

Apple 3Q24 earnings

August 6th, 2024. Apple’s 3Q24 in Three Charts

Buffett

August 5th, 2024. Buffett Slashes AAPL Stake in Half, What’s Really Going On?, Removing the Buffett Overhang

Apple 3Q24 earnings

August 2nd, 2024. Apple’s 3Q24 Earnings, The iPhone Is a Powder Keg

July 31st, 2024. My Granular Estimates for Apple 3Q24 Earnings

July 30th, 2024. Setting the Stage for Apple’s 3Q24 Earnings