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Month: July 2016

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4SAFEt Equity Research Process

What is Institutional Arbitrage?

July 21, 2016August 31, 2016 Sundeep Bajikar

I previously wrote that there are essentially 4 ways to beat the market, one of which is Institutional Arbitrage. Probably the simplest way to think

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4SAFEt Cloud Services Industry Analysis Stock Analysis

$INFN PAM-4 Boogeyman

July 21, 2016August 31, 2016 Sundeep Bajikar

The $INFN PAM-4 boogeyman was probably born at the time PAM-4 was first conceived a couple of years ago. However the PAM-4 scare appears to

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4SAFEt Cloud Services Stock Analysis

$BABA Corporate Governance Discount?

July 15, 2016August 31, 2016 Sundeep Bajikar

“Corporate Governance” represents a broad category of issues that typically indicate some form of mismanagement at a company. Investors become concerned when they do not

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4SAFEt Self-Driving Car Stock Analysis

Is $MBLY Valuation Risk Priced In?

July 14, 2016August 31, 2016 Sundeep Bajikar

When a relatively recent IPO is trading at ~30x Revenues (MBLY traded at EV/S TTM multiples of ~25x to 100x since IPO), is owned by

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Financial Services

Institutional vs. Retail – What You Need To Know

July 8, 2016September 1, 2016 Sundeep Bajikar

Within the financial services industry, professionals commonly distinguish between two broad classes of services – Institutional vs. Retail. “Institutional” refers to institutions like hedge funds,

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4SAFEt Financial Services

acteve Model Portfolio

July 8, 2016August 31, 2016 Sundeep Bajikar

The acteve Model Portfolio (aMP) is an actively managed concentrated value portfolio. In the aMP, every aspect of the portfolio is controlled in order to

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4SAFEt Financial Services

Superior Transparency through a Unique Structure

July 6, 2016September 1, 2016 Sundeep Bajikar

acteve LLC is an investment advisory firm based on ideas I have previously discussed here, as well as in my book. Unlike the “pooled assets”

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Cloud Services Deep Learning Industry Analysis Self-Driving Car Social Networks

What’s a Convolutional Neural Network?

July 1, 2016August 31, 2016 Sundeep Bajikar

The popular name for Convolutional Neural Network (CNN) these days is “Deep Learning” (DL) or Deep Neural Network (DNN). Researchers at Google, Facebook, IBM, Nvidia,

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4SAFEt Deep Learning Industry Analysis Self-Driving Car

Are Self-Driving Cars Safe?

July 1, 2016August 31, 2016 Sundeep Bajikar

Well, clearly not safe enough to deal with a high-riding tractor trailer at freeway speeds, yet. Media reports suggest a self-driving Tesla (on “autopilot”) was

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Equity Research for the Technology Investor - Value Investing in Technology Stocks

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