PDD Holdings: The Origin, the Business Model, and the Numbers
PDD Holdings: The Origin, the Business Model, and the Number...
Samuel Krakowski
PDD went from a 2015 startup to a company with more than $60 billion in annual revenue. Here is how it was built, how it makes money, what its competitive position looks like, and what its most recent earnings ...
Sea Limited (NYSE: SE): The Business Is Growing 40%+ While the Stock Fell 79% Fr
Sea Limited (NYSE: SE): The Business Is Growing 40%+ While t...
Samuel Krakowski
A fact-based look at Sea Limited — the Singapore company behind Shopee, Monee, and Garena. We cover the business model, geographic revenue, competitive position, stock performance, Q2 2026 results, and current ...
SoFi Is Down 44% in 2026. Is This a Rare Opportunity or a Warning Sign?
SoFi Is Down 44% in 2026. Is This a Rare Opportunity or a Wa...
Samuel Krakowski
Revenue up 43%. Members up 35%. Earnings up 61%. Stock down 44%. SoFi's business is growing at an exceptional rate while its stock hits near multi-year lows. Here is an honest look at both sides of the debate....
Pepsi vs. Coca-Cola: One Won the Last 30 Years. The Other Is Dominating Today.
Pepsi vs. Coca-Cola: One Won the Last 30 Years. The Other Is...
Samuel Krakowski
The most surprising fact in consumer staples investing: PepsiCo outperformed Coca-Cola over 30 years. But the past decade tells a completely different story — and the reasons why matter enormously for investors...
Bill Ackman Carved These 8 Investing Rules Into Stone
Bill Ackman Carved These 8 Investing Rules Into Stone
Samuel Krakowski
The Eight Commandments of Pershing Square are not a simply a checklist for finding great companies. They are a system designed to prevent them from owning a bad one as well....
