Leaked Tech Memos
Mark Zuckerberg using TheFacebook logins to gain access to the Harvard Crimson https://t.co/O3rxlmeeSo
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Rihard Jarc
$GOOGL earnings are out:

-Revenue $69.68B up 13% YoY
-Net profit $16B down from $18.5B last year
-YouTube revenue $7.34B up 4.85% YoY
- GCloud revenue $6.27B up 35.7% YoY

All in all another strong quarter. Cloud seems to be doing very well.

Long.
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Morning Brew ☕️
Them: hey, would you be able to help me with....

Us: *zoning out/not caring* https://t.co/uWc2Ud4t2g
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Rihard Jarc
Azure from $MSFT posting strong growth of 40% YoY. $GOOGL cloud also over 35% revenue growth YoY. Expecting strong AWS.

Cloud is such a strong long term trend that even the macro softness doesn’t slow it down.

One of the best long-term trends for investors to profit IMO.
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Ethan Mollick
The most “sophisticated” hedge fund investors fall for the same cognitive biases as regular investors: “[their] ability to select funds shows little sign of sophistication; they weigh information suboptimally, & their ultimate investment & divestment performance is disappointing” https://t.co/iL3rwFSh5N
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Ensemble Capital
90%+ of US homeowners have no mortgage or have a fixed rate loan. Home owners are higher income than average and spend less as a % on food & energy.

Has anyone see an estimate of the inflation rate that home owners are experiencing on average? @lenkiefer @calculatedrisk
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Jim OShaughnessy
“Apollo is Edward Norton in Fight Club; Dionysus is Brad Pitt. Many of the conflicts within us can be seen as a result of these opposing urges pulling us in opposing directions,”
~@DerrenBrown https://t.co/PUKdnk4BRU
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Morning Brew ☕️
how it feels being the last one logged on for the day https://t.co/92NVAeIWp8
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Johnathan Bi
Philosophers ought comfort in times of turmoil (Augustine) and agitate in times of peace (Critical Theory).
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Special Situations 🌐 Research Newsletter (Jay)
Elliott Management (activist) takes a stake in PayPal $PYPL... https://t.co/tpgYGAAWuL
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Ethan Mollick
🗽Looking back 150 years, a careful study finds: “Counties with more historical immigration have higher incomes, less unemployment, less poverty, more education, and higher shares of urban population. We also found that these economic benefits do not have long-run social costs.” https://t.co/x7NNbJWlwc
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Mostly Borrowed Ideas
1/17 $GOOG 2Q'22 Update

2022 is the year of tough comps, along with macro uncertainty. The word "uncertainty" was emphasized by CFO Ruth Porat because "the data are complicated".

Let's look at some simple data from the most recent quarter first.
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Alex Brogan
RT @dickiebush: These 7 deep work playlists will help you get more done in an hour than most people get done in a month —

(For Spotify, YouTube, AND Apple Music):
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Johnathan Bi
Thinking is useless https://t.co/DKbp4xZJyd
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