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Berkshire’s $1 Trillion Triumph
Sep 01, 2024

Berkshire’s $1 Trillion Triumph

From Textile Mill to Trillion-Dollar Titan

George Babis
George Babis
Why DraftKings is Poised for a Major Comeback
Aug 28, 2024

Why DraftKings is Poised for a Major Comeback

A really sticky customer base delivers deep profits

George Babis
George Babis
The dark Big Agriculture
Aug 25, 2024

The dark Big Agriculture

The idyllic image is a bit misleading

George Babis
George Babis
Why Buffett's Bet on Ulta Could Mean Big Gains for e.l.f. Investors
Aug 21, 2024

Why Buffett's Bet on Ulta Could Mean Big Gains for e.l.f. Investors

The best-performing brand in Buffett's favorite beauty chain

George Babis
George Babis
Airlines hope subscriptions will solve their revenue volatility problem
Aug 18, 2024

Airlines hope subscriptions will solve their revenue volatility problem

Jealous of Netflix's smooth and predictable revenue stream

George Babis
George Babis
Duolingo’s AI Magic: Driving Record User Growth and Profits
Aug 14, 2024

Duolingo’s AI Magic: Driving Record User Growth and Profits

AI-Powered Growth and Global Expansion

George Babis
George Babis
Duolingo's unbelievably effective AI Technology
Aug 11, 2024

Duolingo's unbelievably effective AI Technology

100 million users and counting

George Babis
George Babis
Why Hims & Hers Stock’s Recent Dip Might Be a Great Investment Opportunity
Aug 07, 2024

Why Hims & Hers Stock’s Recent Dip Might Be a Great Investment Opportunity

George Babis
George Babis
Is the Metaverse Still a Smart Investment? Meta Thinks So
Aug 04, 2024

Is the Metaverse Still a Smart Investment? Meta Thinks So

George Babis
George Babis
CrowdStrike Stock Drop: A Contrarian Buying Opportunity or a Sign of Deeper Issues?
Jul 31, 2024

CrowdStrike Stock Drop: A Contrarian Buying Opportunity or a Sign of Deeper Issues?

George Babis
George Babis
$5 billion burned just to keep ChatGPT chatting
Jul 28, 2024

$5 billion burned just to keep ChatGPT chatting

George Babis
George Babis
How Datadog Could Gain from the CrowdStrike Outage: A Look at This Promising SaaS Stock
Jul 24, 2024

How Datadog Could Gain from the CrowdStrike Outage: A Look at This Promising SaaS Stock

George Babis
George Babis
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