Archive
Welcome to the archive. You can browse the full archive of Recursive Gains articles by month.
Q1 2020
- SE Q1 2020 Sea's Losses Shrank During a Pandemic. Was That the Business or the Lockdowns?May 18
- BBRI Q1 2020 The Capital Buffer Shrank Before a Single Covid Loan Went BadMay 15
- BFIN Q1 2020 How Did a Lender's Quietest Quarter Coincide With a 57% Stock Crash?May 08
- 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
- BIRD Q1 2020 The Taxi Business Just Posted Its First-Ever Loss - Before Jakarta Even Locked DownMar 31
Q4 2019
- PDD Q4 2019 GMV Crossed ¥1 Trillion in 2019 — So Why Did It Just Fund Its Own Executives to Buy a Payment Company?Apr 22
- SE Q4 2019 The Question That's Chased Sea for Three Quarters Just Got an AnswerFeb 27
- BBCA Q4 2019 The Bad-Loan Spike That Un-Happened by Year-EndFeb 25
- MELI Q4 2019 Losses Widened Nearly 5x in 2019 - Was the Spending Actually Worth It?Feb 24
- BFIN Q4 2019 Was Closing a 20-Year-Old Lawsuit Worth Half a Year's Profit?Feb 19
- DHER Q4 2019 Is Delivery Hero's First Annual Profit Actually Two Different Numbers?Feb 18
- DNET Q4 2019 The Indomaret Stake Trading at 76 Times Earnings on Almost No VolumeFeb 05
- BBRI Q4 2019 Did the Corporate Loan Crisis Actually Get Fixed, or Just Written Off?Feb 04
- AMRT Q4 2019 Did the Margin Recovery Actually Survive a Full Year?Feb 04
- BIRD Q4 2019 FY2019: Profit Down 31%, But the Acer Fight Is Finally OverDec 31
Q3 2019
- SE Q3 2019 Sea's Path to Breakeven Got Longer. Its Payments Business Is Why.Nov 15
- MELI Q3 2019 A $146 Million Net Loss Just Landed - Is the Investment Cycle Working or Spiraling?Nov 15
- BFIN Q3 2019 Is the Profit Slide Finally Over?Nov 08
- AMRT Q3 2019 Did the Margin Recovery Survive Without Ramadan?Nov 05