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
Category: 4SAFEt
The charts provide a perspective on GOOG valuation & momentum indicators, and raise a few questions. Assuming fundamentals represented by NTM EPS are correct, the
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
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
The chart illustrates my view of the difference between analysis and insight. Analysis will be the first to be commoditized with advances in machine learning,