Archive
Welcome to the archive. You can browse the full archive of Recursive Gains articles by month.
Q3 2022
- GOTO Q3 2022 Real Cost Discipline, or a Net Revenue Number That Doesn't Add Up?Nov 21
- GRAB Q3 2022 Deliveries Broke Even Three Quarters Early - At What Cost to Growth?Nov 16
- NU Q3 2022 Nine Years, One Profitable Quarter - While Delinquencies Kept ClimbingNov 15
- CPNG Q3 2022 The First-Ever Profitable Quarter Doesn't Need an Asterisk This TimeNov 08
- ICICIBANK Q3 2022 Why Won't ICICI Bank Say What Its Rs. 10,000 Crore Buffer Is For?Oct 22
Q2 2022
- GOTO Q2 2022 The Margins Improved Sequentially. The Real Segment Losses Didn't.Aug 30
- GRAB Q2 2022 Revenue Beat GMV Growth for the First Time - But At What Cost?Aug 25
- NU Q2 2022 Revenue Tripled Again. Adjusted Profit Grew Just 3%. The Stock Fell Below $4 Anyway.Aug 15
- CPNG Q2 2022 The First Positive Adjusted EBITDA Quarter Has an AsteriskAug 11
- IDEA Q2 2022 Revenue Hit a Post-Merger High. The Quarterly Loss Still Got Worse.Aug 09
Q1 2022
- GOTO Q1 2022 The first earnings call after Indonesia's biggest IPOMay 30
- GRAB Q1 2022 Down 51% in a Quarter - Did the Business Get Worse, or Just the Stock?May 19
- NU Q1 2022 Nu Called Q1 2022 Its Best Quarter Ever. The Stock Fell 18% Anyway.May 16
- CPNG Q1 2022 The Two-Segment Split Finally Answers Last Quarter's QuestionMay 10
- IDEA Q1 2022 Is This Telecom Already Insolvent on Paper?May 09
- BABA Q1 2022 Net Income Fell 59%, and This Time a One-Time Charge Isn't the ReasonMay 09
Q4 2021
- GRAB Q4 2021 A record debut quarter - with a DOJ investigation left out of the deckMar 03
- NU Q4 2021 Turning 'Profitable' by Excluding a Quarter-Billion in Stock CompFeb 22
- CPNG Q4 2021 Active Customers Bounced Back — So Why Did the Full-Year Loss More Than Triple?Feb 07
- MEITUAN Q4 2021 A $6 Billion Grocery Bet Hiding Inside Two Profitable BusinessesFeb 03