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Berkshire’s $1 Trillion Triumph

Sep 1, 2024

•

9 min read

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

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8 min read

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

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8 min read

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

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3 min read

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

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9 min read

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

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8 min read

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

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9 min read

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 7, 2024

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3 min read

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 4, 2024

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8 min read

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

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8 min read

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

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6 min read

$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

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2 min read

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

George Babis
George Babis
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