Amazon.com, Inc (AMZN) Valuation Risks
Amazon.com, Inc (AMZN) Valuation Risks Let’s assume that sellside estimates are representative of investor expectations for Amazon.com, Inc. (NASDAQ:AMZN) (as … Read more
Amazon.com, Inc (AMZN) Valuation Risks Let’s assume that sellside estimates are representative of investor expectations for Amazon.com, Inc. (NASDAQ:AMZN) (as … Read more
I believe there are 3 reasons to continue to own Micron Technology, Inc. (NASDAQ:MU) 1) early stage of a cyclical … Read more
Infinera Corp. (NASDAQ:INFN) PAM-4 Boogeyman The $INFN PAM-4 boogeyman was probably born at the time PAM-4 was first conceived a … Read more
I previously wrote that there are essentially 4 ways to beat the market, one of which is Institutional Arbitrage. Probably … Read more
Alibaba Group Holding Ltd (BABA) – Corporate Governance Discount? “Corporate Governance” represents a broad category of issues that typically indicate … Read more
Is Mobileye NV (NASDAQ:MBLY) Valuation Risk Priced In? When a relatively recent IPO is trading at ~30x Revenues (MBLY traded … Read more
I am in the process of setting up an investment management firm, based on ideas I have previously discussed here … Read more
I wrote here that my new firm would offer an “institutional grade” Actively Managed Concentrated Value Portfolio. Here I am … Read more
Within the financial services industry, professionals commonly distinguish between two broad classes of services – Institutional vs. Retail. “Institutional” refers … Read more
What’s a Convolutional Neural Network? The popular name for Convolutional Neural Network (CNN) these days is “Deep Learning” (DL) or … Read more
Interpreting Micron Technology, Inc. (NASDAQ:MU) 20nm DRAM Progress & Price Stabilization As the chart illustrates, according to inSpectrum, 4Gb DDR3 … Read more
Tesla Motors Inc (NASDAQ:TSLA) Crash – Are Self-Driving Cars Safe? Well, clearly not safe enough to deal with a high-riding … Read more
Is Twitter Inc (NASDAQ:TWTR) Really a Social Network? Maybe, but likely in a different way than Facebook or LinkedIn. You … Read more
This week MU stock gap’ed up ~1,000 bps following two sellside upgrades. Last week CAVM stock gap’ed down ~2,000 bps … Read more
The chart shows that short interest (number of shares sold short as a % of float) in CAVM started increasing … Read more