Roku – The Stock Is Too Rich For My Tase
Roku Inc (ROKU) $98 – Nothing compelling about the company Industry/Sector/Type – Streaming/connected TV Biggest catalyst for the stock – Cord cutting, for those who
03/02/2026
Media
Netflix’s Acquisition Of Warner Bros Discovery Should Pay Off
Netflix’s Giant Strides Jumping from a mail order DVD minnow to a giant media conglomerate with about 35% of the US streaming market in about
01/21/2026
Roblox Must Be Grabbed With Both Hands – The Stock Is A Bargain
Roblox (RBLX) $95 Industry/Sector/Type – Video games platform/YouTube for games/Secular growth Investment case: Roblox’s user‑generated content platform where creators build games monetize it via its
11/28/2025
SOFI Can Be Bought On Declines
SoFi Technologies (SOFI) $26.14 SOFI – Q3 2025 earnings. SOFI’s superb quarter beat on earnings, revenue and guidance: Adjusted net revenue grew 38% YoY to
11/18/2025
The Trade Desk – A Reasonable Valuation
The Trade Desk (TTD) $43.50, more than a GARP. Industry/Sector/Type – – – Ad Tech/Secular growth, facing a slowdown…GARP Biggest catalyst for the stock –
11/11/2025
Meta’s Excellent 3rd Quarter Marred By High Capex
Meta’s Q3 results Like its other M-7 counterparts, Meta Platform too, delivered a great Q3-2025. However, the markets didn’t like it for three reasons. a)
10/31/2025
Reddit Is An Excellent Growth Story
Reddit (RDDT)Â declared excellent Q3-2025 results: Q3 GAAP EPS of $0.80 grew 5-Fold and crushed estimates by $0.28Â Revenue of $585M grew 68% Y/Y and
10/30/2025
Duolingo: Buying The Dip
06/26/2025 Trade Alert: Bought Duolingo (DUOL) $403 I had posted about, bought, and recommended Duolingo several times in the past year, initially buying at $186,
06/26/2025
Alphabet Is A Survivor
05/21/2025 Alphabet (GOOG) $170 I’ve owned Alphabet for a while, and I think the price doesn’t fully reflect its dominance and leadership in Search, YouTube,
05/22/2025
Alphabet Reports Strong Q1 Results
Alphabet GAAP EPS of $2.81 beats by $0.80, revenue of $90.23B beats by $1.08B According to Alphabet’s Press Release On Seeking Alpha Revenue of $90.23B
04/24/2025
