Google Valuation & Momentum Indicators
he charts provide a perspective on GOOG valuation & momentum indicators, and raise a few questions. Assuming fundamentals represented by … Read more
he charts provide a perspective on GOOG valuation & momentum indicators, and raise a few questions. Assuming fundamentals represented by … Read more
I had started to think of Cavium Inc (NASDAQ:CAVM) as a value stock (see prior article here), but with the … Read more
Software as a Service (SaaS) is a relatively new breed of Cloud-based software apps that seek to: 1) provide superior … Read more
In the last chapter of my book I introduced aspirational ideas for asset management. Here I build on those ideas … Read more
MU: What’s Technology Catch-up Worth? I first introduced this “technology catch-up” thesis in late-2012, and believe it has been … Read more
The chart shows a few examples of what I would consider proprietary insights. The word “proprietary” signifies that you had … Read more
Analysis vs. Insight – The Machines Are Coming! The chart illustrates my view of the difference between analysis and insight. … Read more
What Is Risk? A Value Investor’s Perspective by Sundeep Bajikar, author Equity Research for the Technology Investor: Value Investing in … Read more