Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Given this is an investment-focused post, a quick disclaimer: this is not investment advice, and the author holds positions in the securities discussed.
Great article really enjoyed it. Small typo: " Both initiatives seem on paper but the company has shown that they de-risked these bets"
Thanks for the kind words! And thanks for the flag, fixed!
excellent writeup