z1b Investment Thesis We reckon that analysts were overly worried about Airbnb’s (NASDAQ:ABNB) seemingly lower QoQ Gross Booking Value of $17B in FQ2’22 compared to $17.2B in FQ1’22, since these numbers represent massive growth of […]
Brandon Bell Integrated international oil company Exxon Mobil (NYSE:XOM) has been a perennial under-performing energy company for well over a decade (see chart below). That has been very painful for long-term shareholders like myself that […]
Liudmila Chernetska SentinelOne (NYSE:S) is a leading cybersecurity company that serves one-third of the Fortune 10 and hundreds of Fortune 2000 companies. The company delivered “hyper-growth” and “outperformance” during the second quarter, beating revenue and […]
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