Google

May 8, 2018

AMG Crush Their Quarterly Numbers … Again. Boring!

There was a time in the mid-2000s that every quarter had an established ritual: Apple would announce its numbers, and they would be amazing: huge revenue […]
March 29, 2018

Assume a Can Opener

From Wikipedia: There is a story that has been going around about a physicist, a chemist, and an economist who were stranded on a desert island […]
March 13, 2018

AMG 2017 Capex: The Big Get Bigger

My recent analysis of Q4 2017 AMG revenues limned a single message: AMG are killing it. As the saying goes, you’ve got to spend money to […]
February 4, 2018

AMG Crush Their Q417 Cloud Numbers

The big three announced their quarterly results over the past few days. Last quarter I said, using movie lingo, that the numbers were boffo box office. […]