Skip to content

Research

  • Home
  • Disclosures
  • Equity Research

Month: December 2016

  • Home
  • 2016
  • December
4SAFEt OLED Self-Driving Car Stock Analysis VR/AR

Exploring $SYNA Valuation Discount

December 16, 2016December 16, 2016 Sundeep Bajikar

SYNA stock is down ~25% YTD, trading at EV/S of ~1x (vs. peer group at ~3x+), a valuation discount worth exploring. Synaptics was affected by

Read More
Financial Services

Investment Advice vs. Management – What’s Your Fancy?

December 9, 2016December 10, 2016 Sundeep Bajikar

Today it is virtually impossible for individuals to buy investment advice in a fiduciary framework, without paying for full-on investment management (traditional active management). Traditional

Read More
4SAFEt Self-Driving Car Stock Analysis

Interpreting $FCAU Investment Risks

December 8, 2016December 8, 2016 Sundeep Bajikar

FCAU (Fiat Chrysler Automobiles) appears to be attracting attention recently, with the stock up ~27% over the last 3 months vs. S&P 500 index up

Read More
4SAFEt DRAM NAND Stock Analysis

$MU Positive Pre-Announcement

December 1, 2016December 1, 2016 Sundeep Bajikar

Earlier this week Micron increased its earnings guidance for the quarter ending Nov-16, to be reported later this month. Revised guidance is for revenues and

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

Categories

  • 4SAFEt
  • aMP Performance Update
  • Books
  • Cloud Services
  • Corporate Strategy
  • Crypto
  • Deep Learning
  • DRAM
  • Equity Research Process
  • Financial Services
  • How to think
  • Industry Analysis
  • Macro
  • NAND
  • OLED
  • Self-Driving Car
  • Social Networks
  • Stock Analysis
  • VR/AR

Archives

  • December 2021
  • November 2021
  • July 2021
  • May 2021
  • April 2021
  • November 2020
  • August 2019
  • July 2017
  • April 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • BAYC9610
  • Disclosures
  • Equity Research for the Technology Investor
Copyright Sundeep Bajikar 2016. All Rights Reserved.
Proudly powered by WordPress | Theme: Fairy by Candid Themes.