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The Finance Corner

Kostadin Ristovski, ACCA

Independent Equity Research

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues110Founded5 years agoLast Issue8 days ago
Active

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thefinancecorner.substack.com
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Latest Issues

Adobe: What management is hiding

I have no position in Adobe, and prior to the earnings call, I was aware of three things:

  • Plenty of users complain that canceling a subscription comes with a fine

  • The share price has been cut by more than half in the last 5 years...

8 days ago
5
6

I’ll be live (later today)

I’m reading plenty of earnings reports, so why not do it live?

I’ll be looking into Adobe (and Oracle) later today, so feel free to join in!

Link: https://youtube.com/live/l4EaD2K1Kk8

Prior to the earnings report, I’ll share my thoughts...

12 days ago
3

How to actually beat the market

This is something that I wanted to write for quite some time. Everyone wants to beat the market. I think the answer is not that complex.

All you need to do is be more optimistic about the companies in your portfolio than the market is, and...

13 days ago
3
1

Reddit: Becoming cash-generating machine

1.0 Reddit’s pivot to serving advertisers (and becoming a cash-generating machine)

Reddit doesn’t need any introduction, as it is a pretty well-known platform allowing users to connect based on certain topic/interest.

The potential f...

15 days ago
9
2

Share-based compensation is good

1.0 Introduction

I keep reading that share-based compensation is bad, is evil, and it dilutes existing shareholders.

I’ll argue the opposite: that share-based compensation is good. Yes, it dilutes the existing shareholders, but saying...

a month ago
4
1

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  • Kostadin Ristovski, ACCA

    A curious human being, interested in a lot of stuff, one of them being finance.

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