Thomas Chua (Steady Compounding) - Latest News and Information
Technology Pulse
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Every morning
Weekly
Tuesday recap
Fundamental investor who posts earnings analyses and explicitly references reading and updating from earnings call transcripts; shares takeaways and sector comps.
Credit almost always leads to people spending more. From Airbnb's Q4 earnings: "Reserve Now, Pay Later saw significant adoption among eligible guests in Q4. It's also led to longer booking lead times and a mix shift towards larger entire homes, especially those with four or more bedrooms." When the pain of payment is delayed, purchase size goes up.
Alphabet Q4 2025: Search reaccelerated to 17%. Cloud hit 48% at 30% margins. Full breakdown live for SCIS members: https://steadycompounding.com/investing/alphabet-q4-2025/
