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Apple's Theater Flop

Oct 13, 2024

•

7 min read

Apple's Theater Flop

Experimentation with a potential new revenue stream

George Babis
George Babis
This under-the-radar fintech play seems like a long-term winner

Oct 9, 2024

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2 min read

This under-the-radar fintech play seems like a long-term winner

A differentiated fintech platform that grows rapidly and profitably

George Babis
George Babis
Buy-With-Friends Trend Was Probably Just Another Fad

Oct 6, 2024

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9 min read

Buy-With-Friends Trend Was Probably Just Another Fad

Mixing money and friendships isn’t always a good idea

George Babis
George Babis
Now might be the right time to invest in Airbnb

Oct 2, 2024

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3 min read

Now might be the right time to invest in Airbnb

Multiple avenues for value creation thanks to solid cash generation

George Babis
George Babis
Corporate America thankful to the Covid pandemic

Sep 29, 2024

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8 min read

Corporate America thankful to the Covid pandemic

Profits and margins have never been higher

George Babis
George Babis
DoubleVerify might be a classic Warren Buffett play

Sep 25, 2024

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2 min read

DoubleVerify might be a classic Warren Buffett play

The company's doing pretty well but the stock hovering around all time lows

George Babis
George Babis
Elon's satellite empire

Sep 22, 2024

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8 min read

Elon's satellite empire

Controlling two-thirds of all active satellites orbiting Earth

George Babis
George Babis
MercadoLibre, the Amazon of LatAm, is a buy even at all-time highs

Sep 18, 2024

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3 min read

MercadoLibre, the Amazon of LatAm, is a buy even at all-time highs

Like Amazon in 2015

George Babis
George Babis
Investors want uncapped AI-powered profits

Sep 15, 2024

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8 min read

Investors want uncapped AI-powered profits

Requirement for OpenAI to receive a $6.5 billion cash injection

George Babis
George Babis
Cybersecurity leader Zscaler's stock is a classic contrarian buying opportunity

Sep 11, 2024

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3 min read

Cybersecurity leader Zscaler's stock is a classic contrarian buying opportunity

Most popular choice among enterprise customers

George Babis
George Babis
Gen Z snubs accounting

Sep 8, 2024

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8 min read

Gen Z snubs accounting

Uncool and low paid gig compared to similar professions

George Babis
George Babis
High flying monday.com stock is a good buy even near 52-week highs

Sep 4, 2024

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3 min read

High flying monday.com stock is a good buy even near 52-week highs

Its software's eating the world

George Babis
George Babis
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