As the chart illustrates, according to inSpectrum, 4Gb DDR3 DRAM spot prices increased by 5% MoM in June, with June ending prices ~15% higher than
Month: June 2016
Is $TWTR Really a Social Network?
Maybe, but likely in a different way than Facebook or LinkedIn. You really have to use Twitter to understand the difference. Whereas connections on Facebook
The charts provide a perspective on GOOG valuation & momentum indicators, and raise a few questions. Assuming fundamentals represented by NTM EPS are correct, the
Are Institutional Investors Really Doing Equity Research?
This week MU stock gap’ed up ~1,000 bps following two sellside upgrades. Last week CAVM stock gap’ed down ~2,000 bps following four sellside downgrades. Between
The chart shows that short interest (number of shares sold short as a % of float) in CAVM started increasing in late-2015, and remained elevated
I had started to think of CAVM as a value stock (see prior article here), but with the QLGC acquisition announced, there are a few
Software as a Service (SaaS) is a relatively new breed of Cloud-based software apps that seek to: 1) provide superior capabilities compared to traditional desktop
In the last chapter of my book I introduced aspirational ideas for asset management. Here I build on those ideas to sketch a conceptual equity
I first introduced this “technology catch-up” thesis in late-2012, and believe it has been in play more or less since then, and will continue to
Equity Research for Technology Professionals at The Wharton School
I presented on the topic of Equity Research for Technology Professionals at The Wharton School in San Francisco on Friday, June 3. You can download