Minh Quang Duong
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Business
Did Apple find another goldmine?
Apr 22
Apple TV+ has the highest ratings among streamers. Walmart vs Amazon. Netflix recorded slower growth but saw 2x growth in FCF
Apr 20
Uber may deliver marijuana in the future. Update on Credit Karma and Square
Apr 12
Hydrogen fuel cell vs Battery Electric
Apr 11
My experience with Amazon Shopper Panel
Apr 9
Having a lot of data is powerful. Handling is NOT easy
Mar 29
Weekly reading – 20th march 2021
Mar 20
How do credit card issuers make money? What are the main types of credit cards? A quick look into the credit card world
Mar 14
Thinking about Square’s acquisition of Credit Karma’s tax unit
Mar 6
A Look At “Buy Now Pay Later”
Mar 2
Take-aways From Berkshire Hathaway 2020 Shareholder Letters
Feb 27
Book Review: Working Backwards: Insights, Stories and Secrets From Inside Amazon
Feb 16
A look at Uber after it acquired Postmates and Drizly
Feb 12
Owning the relationship with your customers. A look at the controversial case of Apple
Feb 7
Bezos is stepping down and Amazon is in a great shape
Feb 3
My estimate of Azure revenue. Its run-rate is not $28 or 29 billion yet!
Jan 31
Microsoft – A well-oiled, expertly run and growing giant
Jan 30
Weekly reading – 23rd January 2021
Jan 23
The Costco Model
Jan 10
Weekly reading – 9th January 2021
Jan 9
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Minh Quang Duong 