Its been one week since the fateful Wed, 29 Apr 2026 when 4 of Mag 7 reported their quarterly earnings on the same evening, after US market has closed. $Meta Platforms, Inc.(META)$ was one of the Mag 7. With the dusts settled, now seems to be the right time for a post mortem, no ? Q1 2026 Earnings. Meta's Q1 2026 earnings report was a masterclass in headline-grabbing numbers that masked underlying capital intensity. Here’s how the company did, compared with estimates from analysts polled by LSEG: Earnings per share (adjusted) : was $10.44 vs $6.79 estimated vs Q1 2025’s $6.43; that’s a +62% YoY gain. Note**: The $10.44 EPS has been buffered by a one-time tax benefit of $8.03 billion. Less windfall, the adjusted EPS was $7.31, that represents a mod

I follow and ‘track’ (for lack of a better word) a few investment gurus, to see what stocks remain in their holdings from quarter to quarter. Gurus like Mr Warren Buffett, Mr Stanley Druckenmiller and of course Mr Bill Ackman, touted to be a mini-Buffett, when it comes to his investment approach. Last week, the man executed a landmark dual listing on the New York Stock Exchange. On Wed, 29 Apr 2026, he priced a combined $5 billion offering for $Pershing Square USA, Ltd.(PSUS)$ and $Pershing Square Inc.(PS)$. This marked a significant milestone in his effort to build a "modern-day” Berkshire Hathaway. The Man and Guru. Bill Ackman is an American billionaire hedge fund manager and founder of Pershing Square C

Memory Lane. I am feeling a little generous today. In fact, I am afire with the need to tell you a story, one of “innocent-ignorance” dating back to 2021. I have casually mentioned on different occasions that when I first started getting interested in US stocks, it was right smack at when SPACs came into prominence. It was a time when the US stock market was on unsustainable high, almost on a daily basis, where a company’s fundamentals took a back seat and was a secondary concern. It was also a time where Youtube gurus were all the rage and each of them were pushing out minimally two or more videos on US stocks. I followed a handful of them and Cathie Woods was featured in heavy rotation by one of the Fin Tubers. On 15 Jan 2021, I invested in $Cohu(CO