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Netflix and the Reconfiguration of Streaming: Reflections on an Inevitable Consolidation
Netflix’s $NFLX offer for Warner Bros.
 • Eric García
Why 2026 Will Separate the Visionaries from the Tourists
In professional investing, we like to talk about “market cycles” as if they were neat, predictable loops.
 • Eric García
Domino's Pizza: The Dividend Machine That Redefined the Pizza Business
In mid-October 2025, while the fast-food restaurant sector continued to reel under pressure from an increasingly cautious U.S.
 • Eric García
Adobe 2025: The Key Factors Reopening the Growth Cycle Toward 2026
Adobe has just completed one of the most important years in its recent history and is using AI as the backbone of a new growth cycle it wants to…
 • Eric García
Salesforce Q3 Results Analysis: The AI Boost and the Path to the “Agentic Enterprise”
Salesforce () has reported third fiscal quarter (Q3 FY26) results that exceed market expectations, with revenue of $10.3 billion and non-GAAP earnings…
 • Eric García
Navigating Volatile Markets in November 2025
November 2025 has been a month of stark contrasts.
 • Eric García
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Grillo Insights
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