
Archive
Welcome to the archive. You can browse the full archive of Recursive Gains articles by month.
Q4 2021
Q3 2021
- CPNG Q3 2021 Revenue Grew 48% This Quarter — So Why Did the Paying Customer Base Shrink?Nov 08
- HOOD Q3 2021 Did Robinhood's Growth Story Peak the Quarter It Went Public?Nov 04
Q2 2021
- HOOD Q2 2021 The Dogecoin Quarter, and the $87 Million Regulatory Tab Coming DueAug 20
- DASH Q2 2021 Why Is DoorDash Suddenly Losing More Money Than It Did a Year Ago?Aug 19
- CPNG Q2 2021 A $296 Million Fire Explains Half This Quarter's Loss — What Explains the Rest?Aug 12
Q1 2021
- DASH Q1 2021 Is DoorDash Now Paying for the Ballot Measure It Won?May 21
- CPNG Q1 2021 Public for Six Weeks, and Already Flagging That Its Own Controls Don't WorkMay 13
- BABA Q1 2021 Revenue Grew 41%, the Fastest in Three Years, But Operating Income Actually FellMay 08
Q4 2020
- 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
- DNET Q4 2020 Revenue Nearly Doubled. Net Income Fell 37% Anyway.Feb 08
Q3 2020
Q1 2020
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
- DNET Q4 2019 The Indomaret Stake Trading at 76 Times Earnings on Almost No VolumeFeb 05
Q2 2019
- LYFT Q2 2019 The IPO Charge Was One-Time. The New $300M-a-Quarter Bill Isn't.Aug 19
- UBER Q2 2019 A Record $5.2 Billion Quarterly Loss - And the Core Business Actually Got Healthier. How?Aug 16