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TMT & Consumer Independent Equity Research
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Recent
bullish
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Meta Platforms (Facebook)
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01 Mar 2023 04:55
Meta Platforms: Even More Bullish
The recently announced Meta Verified could easily generate over $2B in revenues at very high incremental margins, while another 10K headcount cut...
Aaron Gabin
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257 Views
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bearish
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Intel Corp
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27 Feb 2023 02:36
Intel’s Cut Its Dividend, But Should It Cut Its Foundry?
Intel unsuprisingly cut its dividend given the massive PC inventory glut and lack of FCF in 2023 and to keep its foundry plans intact...we question...
Aaron Gabin
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290 Views
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bullish
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Palo Alto Networks
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23 Feb 2023 04:33
Palo Alto Networks: Even Better Than Crowdstrike?
PANW delivered a massive margin and FCF beat, and continued acceleration of its SASE business. With S&P inclusion on the horizon and 25x EV/FCF for...
Aaron Gabin
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321 Views
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bearish
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Pinterest
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07 Feb 2023 23:59
PINS 4Q22: We Don't Chase Vanity MAUs
Pinterest has become a consensus long on the hopes that its new CEO Bill Ready will pivot the company from a pure advertising model to an ecommerce...
Aaron Gabin
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303 Views
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bullish
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Amazon.com Inc
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04 Feb 2023 06:28
Amazon 4Q22: When Does AWS Trough?
Amazon continues to be a frustrating long...just when retail margins show promise, AWS decelerates and margins drop. We think the latter is...
Aaron Gabin
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410 Views
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