Articles

  • Ferrari Q1 2025

    In Q1 2025, Ferrari's revenue grew by 13% to €1,791 million. Over the past four quarters (Q2 2024 – Q1 2025), revenue reached €6,883 million, a 12...

  • Netflix Q1 2025 Financial Results

    Financials In Q1 2025, Netflix reported revenue of $10.5 billion, a 12.5% increase from $9.4 billion in Q1 2024. The company achieved an...

  • Analysis ASML Q1 2025 Financial Results

    In the first quarter of 2025, ASML reported revenue of €7.7 billion, of which €2 billion was generated from services and field options. The compan...

  • Portfolio Update — April 1, 2025

    Meta Platforms (14%)In March, I doubled my position in Meta Platforms. The company, with a market capitalization of around $1.2 trillion, is curre...

  • Berkshire Hathaway Q4/FY2024

      In Q4 2024, Berkshire Hathaway made few significant changes to its five largest holdings. The investment company only trimmed a small portion of...

  • Celsius Q4/FY2024 + Takeover Alani Nutrition

    Last Thursday evening, Celsius Holdings Inc. $CELH published its Q4/FY2024 financial results. Below are the highlights.  In Q4 2024, Celsius’ reve...

  • Amazon CAPEX development 2013-2024

    Amazon invested $83 billion in property and equipment (CAPEX) last year. This is a significant increase compared to FY2013, when it invested $3.4 ...

  • Amazon Q4/FY2024

    Amazon published its 2024 results last night. Below you find an overview of the revenue performance of its underlying segments. For readability, a...

  • Alphabet: 10 years of progress

    Over the past 10 years, Alphabet Inc.'s revenue has grown at a CAGR of 18.2%, increasing from $66 billion in 2014 to $350 billion in the past fisc...

  • Alphabet: an analysis of its Q4/FY2024 Results

    Alphabet, the parent company of Google and YouTube, managed to increase its diluted EPS by 76% over the past two years. Alphabet’s flagship, Googl...

  • Analysis Apple FY2025-Q1

    Last week, Apple published its FY2025-Q1 results, reporting revenue of $124.3 billion. This is 4% higher than in FY2024-Q1.Over the past four quar...

  • Analysis Meta Platforms Q4/FY2024

    Last week, Meta Platforms ($META) released its Q4/FY2024 results.Compared to FY2023, Meta increased its revenue by 21.9% in FY2024. Operating prof...