Blog

Get new posts by email

No spam, just a note when something new goes up.

Investing
#meta#earnings#ai-spending#investing

Inside Meta's Q2 2026 Earnings: A Great Ad Business Funding an Expensive Bet

Meta beat revenue, missed EPS, and missed on guidance — a rubric-graded summary of the Q2 2026 earnings report, straight from the press release, call transcript, and presentation deck.

July 30, 2026
7 min read23 views
Investing
#alphabet#google#balance-sheet#investing

Inside the Balance Sheet of the Most Profitable Company on the Planet

Alphabet's real balance sheet and income statement, line by line — what $704 billion in assets actually is, why total assets don't equal safety, and how a real 10-Q differs from the simplified version in Part 1, with interactive widgets built from the real numbers.

July 26, 2026
12 min read20 views
Investing
#balance-sheet#income-statement#accounting#investing

Financial Statements 101: A Beginner's Guide to the Balance Sheet & Income Statement

The balance sheet and income statement, explained from scratch — what Assets = Liabilities + Equity actually means, why revenue isn't profit, and how the two statements connect, with interactive widgets so you can build one yourself.

July 25, 2026
6 min read24 views
Investing
#options-greeks#finance#investing

Geeks of Greeks: A Beginner’s Guide to Options Greeks

Delta, Gamma, Theta, Vega, Rho, and implied volatility, explained the way an engineer would explain them — as partial derivatives of an option’s price, each isolating one input at a time. No trading advice, just the mechanics, with a worked dollar example for each.

July 11, 2026
9 min read10 views