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4SAFEt Cloud Services Stock Analysis

Can $AMZN be a Value Stock?

November 2, 2016 Sundeep Bajikar

I previously wrote about AMZN valuation risk here, and valuation will often be a concern for high-growth companies. Implicit in that view is a concern

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4SAFEt Cloud Services Stock Analysis

$AMZN Valuation Risk

September 12, 2016September 12, 2016 Sundeep Bajikar

Let’s assume that sellside estimates are representative of investor expectations for $AMZN (as discussed in my book, that is not always the case). The NTM

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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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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 Cloud Services Deep Learning Social Networks Stock Analysis

Is $TWTR Really a Social Network?

June 29, 2016August 31, 2016 Sundeep Bajikar

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

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4SAFEt Cloud Services Deep Learning Self-Driving Car

$GOOG Valuation & Momentum Indicators

June 24, 2016August 31, 2016 Sundeep Bajikar

The charts provide a perspective on GOOG valuation & momentum indicators, and raise a few questions. Assuming fundamentals represented by NTM EPS are correct, the

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

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