Luke Investing
Luke Simple DividensInvesting is easier when you aren't doing it alone. I break down the latest market news and share my own watchlists, stock deep dives and portfolio so we can navigate the industries and companies that matter, together.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 3 months ago | Last Issue | 3 days ago |
| Active | |||||
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lukesimledividends.substack.comLatest Issues
Why Accenture Dropped 20% after Earnings?
Q3 FY2026 DEEP DIVE
Accenture $ACN Keeps Delivering. Quietly.
$18.7B in revenue. EPS up 9%. $3.6B in free cash flow. 104 bookings of $100M+ year-to-date. And a pivot into OT cybersecurity that could define the next chapter of gr...
3.5 Billion Users and 41% Margins; Inside Meta's Flawless Q1 Earnings Machine
Date: June 13, 2026
Ticker:
Market Cap: ~$1.44 Trillion
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1. Company Overview
The Core Business & Revenue Model
Meta Platforms is the world’s dominant social networking and digital advertising conglom...
Oracle Just Built a $638B Backlog.
Record revenue. Cloud infra up 93%. IaaS CPU & GPU revenue doubling. And a remaining performance obligation that grew $85 billion in a single quarter.
Here's everything you need to know.
Written by Luke — June 10, 2026 ~15 min read
Sha...
A 614% Earnings Beat and 19% Cash Flow Margins: Why Wall Street is Waking Up to Rubrik
Date: June 7, 2026
Ticker: RBRK
Market Cap: ~$14.4 Billion
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1. Company Overview
The Core Business & Revenue Model
Rubrik operates at the intersection of data management and cybersecurity, providing a cloud-...
How Broadcom Makes Money
Broadcom: The AI Networking Boom Meets the Enterprise Cash Cow
Broadcom just delivered a Q1 2026 earnings report that perfectly encapsulates CEO Hock Tan’s legendary playbook. If you want to understand what a masterclass in capital all...
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\ud83d\udcc8 I’m sharing my entire journey from $0 to $100K Hit follow for: \ud83d\udd0d High-quality stock deep dives \ud83d\udcca Clean stock visuals \ud83d\udcbc 100% portfolio transparency
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