The chart shows a few examples of what I would consider proprietary insights. The word “proprietary” signifies that you had to make an effort to
Within acteve’s investing framework there are essentially 4 ways to beat the market. Lets assume for this discussion that you have a genuine need to
Beating the market consistently involves taking a different approach to managing investment risk. Coming up with a framework to think about different types of risks
The average investor is unlikely to view CAVM as a value stock, at least at current levels. It certainly could be a value stock in
Picking up where I left off discussion of AMAT in my book, the period following TEL (Tokyo Electron) merger termination proved to be a good
The chart shows NAND spot prices as of May 2016 for 64Gb and 128Gb MLC and TLC NAND components, based on data provided by inSpectrum.
I believe we have today a unique confluence of factors that are enabling and accelerating progress in self-driving car technology. If you are not expecting
The chart shows DRAM spot prices as of mid-May 2016 for 4Gb DDR3 and DDR4 DRAM, based on data provided by inSpectrum. According to this
The chart below suggests that over its limited history (~couple of years) as a public company, Mobileye (NYSE: MBLY) stock price has not appreciated significantly
The chart below compares NVDA stock price performance with NTM EPS forecasts over the last 10 years. After tracking EPS forecasts closely until mid-2010, NVDA