THE INVESTOR’S PERSPECTIVE
Ideas, analysis, and opportunities across the world of investing.
Berkshire Hathaway just gave long-term investors the clearest signal yet that its capital-allocation drought is over. In its first full quarter under new CEO
Otis Worldwide's stock is down roughly 15% year-to-date, but the business generating over 90% of its profits — servicing the 2.5 million
Advanced Micro Devices delivered its strongest quarter on record in Q2 2026, reporting revenue of $11.54 billion — a 50% increase year over year — yet the
When investors look at Amazon's Q2 2026 earnings, most fixate on the headline risk: $220 billion in capital expenditures committed for the year, negative
When a $550 billion pharmaceutical company grows revenue 48% in a single quarter, it deserves more than a passing glance from long-term investors. Eli Lilly&
Most investors think of Mastercard as a credit card company. That framing undersells the business by a wide margin — sometimes literally. When Mastercard reported second-quarter
When Warren Buffett handed the reins of Berkshire Hathaway to Greg Abel in January 2026, the investing world held its breath. Would the new CEO sell
When Apple reported a record June quarter on July 30 — $109.4 billion in revenue, up 16% year over year, with earnings per share of $2.
When a company's contracted future revenue grows 84% in a single year to $678 billion, that isn't a headline — it's
There is a phrase that long-term investors learn to cherish: accelerating revenue on a massive base. Amazon's second-quarter 2026 earnings, released July
When Procter & Gamble reported its fiscal year 2026 results on July 29th, the market fixated on the wrong number. Shares fell roughly 3% after net
The numbers coming out of Big Tech's July earnings season look impressive — revenue beats, AI hype at full throttle, and market caps measuring in