Nothing Capital·Oct 15, 2024Netflix 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.
Nothing Capital·Feb 3, 2024Musing on Steve Jobs’s teachingsSome simple keywords that would summarise my main takeaways: Focus, Simplicity, Transformation, Building, Creativity, Product & Customer…
Nothing Capital·Oct 5, 2023Disney 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…
Nothing Capital·Sep 23, 2023What I learned from Aswath Damodaran’s Corporate Finance classCF 2023 Notes PDF
Nothing Capital·Mar 6, 2023Google’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…
Nothing Capital·Jan 29, 2023Tesla, 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…
Nothing Capital·Nov 2, 2022Meta, 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.A response icon1A response icon1
Nothing Capital·Sep 24, 2022Monster Energy, an Energised or rather Exhausted Company?An intrinsic valuation analysis of Monster Beverage
Nothing Capital·Sep 8, 2022Meta, Friendless but still ProfitableAn intrinsic valuation analysis of Meta
Nothing Capital·Aug 14, 2022Disney vs Netflix, competing for Subscribers? A value perspective analysisWho will win the Streaming war?
