Learning

28 Feb 2025

Duolingo - $DUOL - Earnings Analysis: Exceptional growth in daily active users (DAUs) and monthly active users (MAUs), indicating strong user engagement.

Business Model Duolingo generates revenue primarily through subscription services, advertising, the Duolingo English Test, and in-app purchases of virtual goods. Revenue Sources * Subscription revenue: Users pay for access to premium features and ad-free learning. * Advertising revenue: Generated from ads served to users who do not have a subscription. * Duolingo English

21 Feb 2025

Nebius Group NV - $NBIS - Earnings Analysis: Significant increase in revenue driven by core AI infrastructure business.

Business Model Nebius Group generates revenue through its core AI infrastructure business (Nebius), AI development platform (Toloka), edtech service (TripleTen), and autonomous vehicle platform (Avride). The core AI infrastructure business contributed over half of the Group's total revenue in Q4 2024. Revenue Sources * Nebius (Core AI Infrastructure): Revenue

08 Feb 2025

Value Hunting in a Changed Market: Essential Lessons from Buffett's 1985 Letter

In 1985, Warren Buffett, the Oracle of Omaha, penned his annual letter to Berkshire Hathaway shareholders. It wasn't a mere financial report; it was a treasure trove of investment wisdom, delivered with his signature clarity and wit. Let’s dive into some of the key insights from Buffett&

08 Feb 2025

Buffett's 1984 Blueprint: The Four Pillars of Intelligent Investing That Still Matter Today

In his 1984 shareholder letter, Warren Buffett delivered more than just a financial report; he provided a masterclass in value investing, corporate governance, and long-term thinking. Let's unpack some of the key insights from this letter and explore how they can be applied to your investment strategy. 1.

08 Feb 2025

Think Like an Owner: Buffett's 1983 Blueprint for Modern Value Investing

In the annals of investment literature, Warren Buffett's annual shareholder letters stand as enduring beacons of wisdom. While each letter offers valuable lessons, the 1983 edition holds particular significance, offering a deep dive into the core principles that have guided Buffett's success. Beyond its historical context,

08 Feb 2025

Buffett's 1982 Letter: "Why His Lessons on Economic Earnings and Acquisition Follies Matter More Than Ever"

In the annals of investment literature, Warren Buffett's annual shareholder letters stand as beacons of clarity and insight. Among them, the 1982 letter offers a particularly compelling glimpse into Buffett's investment philosophy, during a period of economic uncertainty. Decades later, the lessons within remain remarkably relevant,

08 Feb 2025

Microstrategy - $MSTR - Earnings Analysis: Aggressive Bitcoin acquisition strategy has led to significant growth in Bitcoin holdings.

Business Model Strategy generates revenue primarily through sales of enterprise analytics software platform via cloud subscriptions and licensing arrangements, as well as related services (product support, consulting, and education). Revenue Sources * Product licenses * Subscription services * Product support * Other services Income Statement Analysis * Total revenues decreased by 3.0% year-over-year. * Total

07 Feb 2025

Decoding Buffett's 1977 Letter: Timeless Wisdom for the Modern Investor

The Oracle of Omaha. Warren Buffett. His name is synonymous with successful, long-term investing. While many seek complex formulas and cutting-edge algorithms, Buffett's philosophy, outlined consistently in his annual letters, remains remarkably simple, yet profoundly effective. Let's explore how Buffett's wisdom from 1977 can

07 Feb 2025

Decoding Buffett's Wisdom: Investment Lessons from the 1981 Letter

In 1981, amidst economic uncertainty and high inflation, Warren Buffett crafted a shareholder letter that stands as a testament to timeless investment principles. Let's delve into some of the key takeaways from Buffett's 1981 letter and explore their enduring applicability for investors of all levels. Understanding