Archive
Welcome to the archive. You can browse the full archive of Recursive Gains articles by month.
Q1 2021
- CPNG Q1 2021 Public for Six Weeks, and Already Flagging That Its Own Controls Don't WorkMay 13
- AMRT Q1 2021 Why Did Profit Jump 42% in the Quarter Revenue Fell?May 11
- BABA Q1 2021 Revenue Grew 41%, the Fastest in Three Years, But Operating Income Actually FellMay 08
Q4 2020
- DHER Q4 2020 To Buy Korea's Biggest Delivery App, Delivery Hero Had to Sell Its OwnMay 20
- ARTO Q4 2020 A Loan Book Too New to Have Bad Loans YetApr 21
- SOFI Q4 2020 A $6.57 Billion Price Tag, Set Before a Single Share Ever TradedMar 17
- DASH Q4 2020 A Record IPO Year, Funded in Part by a Ballot Measure It Quietly BankrolledMar 05
- SE Q4 2020 Group Adjusted EBITDA Went Positive for the Full Year. So Did Two Multi-Quarter MysteriesMar 02
- DNET Q4 2020 Revenue Nearly Doubled. Net Income Fell 37% Anyway.Feb 08
- AMRT Q4 2020 After Three Silent Quarters, the Filed Books Finally Mention Covid-19 - and Shrug It OffFeb 03
Q3 2020
- SOFI Q3 2020 Before There Was a Merger Target, There Was Already a 20% PromoteNov 20
- SE Q3 2020 Group Adjusted EBITDA Hit $120 Million. So Did the Adjusted-Revenue Metric That Used to Track ItNov 17
- AMRT Q3 2020 Why Did Profit Keep Falling After the Growth Engine Recovered?Nov 03
Q2 2020
- DHER Q2 2020 Orders Doubled in a Pandemic. So Did the Losses. Where's the €3.25 Billion Going?Sep 15
- SE Q2 2020 Sea Turned Adjusted EBITDA Positive for the First Time. The Stock Got There FirstAug 18
- AMRT Q2 2020 Why Did the Fastest-Growing Region Suddenly Stop Growing?Aug 04
Q1 2020
- SE Q1 2020 Sea's Losses Shrank During a Pandemic. Was That the Business or the Lockdowns?May 18
- AMRT Q1 2020 Why Does the Best Quarter in Years Not Mention Covid-19 Once?May 08
- BABA Q1 2020 Net Income Grew 70%, But Two One-Time Gains Are Bigger Than the Entire IncreaseMay 08