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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

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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 Stock Analysis

$AAPL: The Disappointment in 2 Charts

May 5, 2016August 31, 2016 Sundeep Bajikar

The chart below suggests that AAPL stock’s recent negative reaction to estimate cuts is similar to its behavior following product/earnings disappointments in 2013. The chart

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

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