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🏰 Disney: The Magic Kingdom's Dilemma
What to think of Disney with its stock at an 8-year low?
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App Economy Insights
📦 Alibaba: The Great Unbundling
How the Chinese giant will break up its business to unlock shareholder value
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App Economy Insights
💰 Inside Hedge Fund Buys in Q1
Unpacking hedge fund investments of the quarter
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App Economy Insights
3
＄ PayPal & Block: Peer-to-peer
From commerce to P2P, how the two fintech giants make money
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App Economy Insights
🛍️ Shopify: Back to the Main Quest
Exiting logistics to focus on simplifying commerce
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📱 Apple: Warren's favorite
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1
💡 How to Analyze an Income Statement
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20
☁️ Amazon: Day 1
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3
👜 LVMH: The Wolf in Cashmere
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3
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♾ Meta: Open Source AI
Engagement improves as the "year of efficiency" unfolds
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App Economy Insights
☁️ Amazon: Everyone gets an LLM
AWS slows down, advertising accelerates, and cash flow improves
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App Economy Insights
2
💻 Microsoft: New Era of Computing
The AI bonanza continues and the latest on the Activision deal
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App Economy Insights
2
📊 Earnings visuals (4/2023)
High-resolution PDF packed with selected earnings of the past month
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App Economy Insights
🔎 Google: Profitable Cloud
And the risks and opportunities of AI-powered search
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App Economy Insights
2
🚘 Tesla: Price Cuts & Margin Impact
Aiming for a larger fleet with the option value of autonomy-as-a-service
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App Economy Insights
🍿 Netflix: Advertising Economics
Ads show a promising start, and password sharing is dead (soon)
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App Economy Insights
🏦 US Banks: Q1 FY23 Earnings
What we learned from the big banks and what to watch
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App Economy Insights
🎯 How Many Stocks Should You Own
The art of balancing diversification and concentration
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App Economy Insights
4
How They Make Money
How They Make Money
A business-focused newsletter for the curious investor and visual thinker.

How They Make Money

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