Netflix deep dive: who is David, who is Goliath at this point?Musing on subscribers, pricing power, operating margin, content spend, FCF, engagement, competition, new bets & more.Oct 15Oct 15
Musing on Steve Jobs’s teachingsSome simple keywords that would summarise my main takeaways: Focus, Simplicity, Transformation, Building, Creativity, Product & Customer…Feb 3Feb 3
Disney research. Mickey Mouse is hurt.My goal with this article is, if possible, to give a comprehensive overview of what is happening at Disney lately. Without a doubt, the…Oct 5, 2023Oct 5, 2023
What I learned from Aswath Damodaran’s Corporate Finance classCF 2023 Notes PDFSep 23, 2023Sep 23, 2023
Google’s Value: Built on a Sandcastle? AI war incomingWhen it comes to (Generative) AI, the last few months have been quite overflowing with new advancements, a lot of hype but also some…Mar 6, 2023Mar 6, 2023
Tesla, a Value-Centered BreakdownIf you consider yourself to be a value-alike investor, TSLA is probably one of those stocks that you have always despised. At the same…Jan 29, 2023Jan 29, 2023
Meta, an Opportunity or just a Disaster? a post Q3 2022 follow-up.An update of my intrinsic valuation of Meta Platforms, after the Q3 2022 earnings realise.Nov 2, 20221Nov 2, 20221
Monster Energy, an Energised or rather Exhausted Company?An intrinsic valuation analysis of Monster BeverageSep 24, 2022Sep 24, 2022
Disney vs Netflix, competing for Subscribers? A value perspective analysisWho will win the Streaming war?Aug 14, 2022Aug 14, 2022
