Skip to content

Research

  • Home
  • Disclosures
  • Equity Research

Category: Self-Driving Car

  • Home
  • Self-Driving Car
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
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 Self-Driving Car Stock Analysis VR/AR

$AMD vs. $NVDA – Where’s the Discount?

October 25, 2016November 1, 2016 Sundeep Bajikar

Both AMD and NVDA offer exposure to GPU Compute, arguably a very desirable capability with growing applications in artificial intelligence, AR/VR and self-driving car. Both

Read More
Industry Analysis Self-Driving Car

Preparing for a Lithium Rush

September 30, 2016September 30, 2016 Sundeep Bajikar

My view is that catalysts for self-driving cars will also drive a transition to battery-powered electric vehicles. A shift from human driver to machine driver

Read More
4SAFEt OLED Self-Driving Car Stock Analysis VR/AR

$PLAB AMOLED Inflection in 2017

September 22, 2016September 22, 2016 Sundeep Bajikar

Photronics (PLAB) makes photo masks for semiconductor and display panel manufacturing. The chart below shows PLAB’s revenue mix. Over the last 6 quarters, flat-panel display

Read More
4SAFEt Self-Driving Car VR/AR

$INVN Valuation & Momentum Indicators

September 14, 2016 Sundeep Bajikar

The chart below suggests that INVN stock price is tracking below NTM EPS projections, an understandable dynamic following severe dislocation in Invensense’s gyro/OIS market share,

Read More
4SAFEt DRAM NAND Self-Driving Car Stock Analysis VR/AR

3 Reasons to Own $MU

September 9, 2016October 3, 2016 Sundeep Bajikar

I believe there are 3 reasons to continue to own $MU: 1) early stage of a cyclical recovery, 2) technology catch-up, and 3) inexpensive play

Read More
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

Read More
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,

Read More
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

Read More

Posts navigation

1 2 Next
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
  • Disclosures
  • Equity Research for the Technology Investor
Copyright Sundeep Bajikar 2016. All Rights Reserved.
Proudly powered by WordPress | Theme: Fairy by Candid Themes.