Elliot’s Musings | Substack

GOOG Earnings: Business is Solid, Stock is Cheap, but Macro + Search Risk Keep It Grounded

GOOG put up a strong Q1with revenue growing 14% y/y in constant currency, GAAP profit was up 20%, and margins came in better than expected.

Apr 25 •

Recent posts

TSMC Earnings Recap: Strong Fundamentals, One Big Risk

TSMC's earnings just dropped, and after combing through the numbers, nothing really jumped off the page.

Apr 17 •

New Portfolio Addition: Revisiting a Category Leader in Customer Engagement (BRZE)

Made a new addition to the portfolio on Friday, a company I have been following for a few years and have owned in the past but sold in '24 in the mid…

Apr 14 •

Recession Fears Mount After Trump’s Tariff Surprise

Well, that escalated fast.

Apr 6 •

The Vibe Recession: When the Mood Doesn’t Match the Data

There’s a weird disconnect happening in the economic data right now that’s hard to ignore.

Mar 26 •

Signet Jewelers: A Deeply Undervalued Cash Machine or a Melting Ice Cube?

Signet Jewelers, the world's largest retailer of diamond jewelry, recently reported its financial results for the fourth quarter and the full fiscal…

Mar 21 •

ServiceTitan’s Big Opportunity: Modernizing the Trades from the Ground Up

If you’ve ever watched a plumber, electrician, or landscaper deal with nonstop phone calls and piles of random paperwork, you get why the trades…

Mar 18 •

Darling Ingredients: A Deep Dive Into Its Business, Market Position, and Future Prospects

Darling Ingredients produces natural ingredients derived from animal byproducts and other organic residuals.

Mar 1 •

Can Mega Caps Turn Infrastructure Spend Into Profits

It feels like the AI hype cycle has finally hit its test phase, where demo reels and futuristic promises have to turn into something tangible: higher…

Feb 2 •

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