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Sunday, August 22, 2021

Execution vs Strategy

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Impact = (Execution ^ Strategy) × Market Obviously, this is not a formal mathematical formula. Its goal is to help us understand & expl...
Saturday, August 21, 2021

Microsoft Q4 2021 Earnings

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Summary Revenue : 46.2B up 21% Gross Margin : 32.2B up 25% Operating Income : 19.1B up 42% Net Income : 16.5B up 47% Segment Breakdown Produ...
Sunday, August 8, 2021

Learnings from Charlie Munger on Capital Allocation

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  1. “Proper allocation of capital is an investor’s number one job.”  Capital allocation is not just the number one job of an investor but o...
Sunday, August 1, 2021

Google Q2 2021 Earnings

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Numbers Revenue: $61.88B (up 61% YOY, would be 35% assuming Q4 2019 revenue in Q2 2020) Operating Income: $19.3B (up from 6.3B YoY)   Net In...
Saturday, July 10, 2021

Apple vs MSFT 2003

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$AAPL vs $MSFT in 2003. Bill Gates couldn’t fathom that Steve Jobs and Apple were out-innovating them. “Strange” is a word he uses through...
Sunday, May 2, 2021

Microsoft Q3 2021 Earnings

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SuSummary Revenue : $41.7 billion (up 19% from 35B in Q3 2020) Operating income : $17.0 billion (up 31% from 12B in Q3, 2020) Net income: $1...
Friday, April 30, 2021

Apple Q1 2021 Earnings

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  Summary Revenue up 54 percent to new March quarter record Net income of $23.6 billion, diluted earnings per share of $1.40 and operating c...
Tuesday, April 27, 2021

Decision Making

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Google Q1 2021 Earnings

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Numbers Revenue: $55.31B (exp $51.61B) EPS: $26.29 (exp $15.64) Operating Income: $16.44B (exp $12.02B)   Net Income - 17.9B Approved Buybac...