Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Equity Bottom-Up

<ul>
<li>Rather than love, than money, than fame, give me the truth</li>
<li>I intend to under promise and over deliver. I will not be satisfied until we delight you</li>
<li>How long will I stay at Intel? I'm here for as long as it takes</li>
</ul>


Rather than love, than money, than fame, give me the truth
I intend to under promise and over deliver. I will not be satisfied until we delight you
How long will I stay at Intel? I'm here for as long as it takes


Intel Vision: Lip Bu Tan's First Keynote As Intel CEO

Global Editor, Base Oil News

Iain Pocock

Global Editor

Global Base Oils and Lubricants Markets

Base Oil News

Base Oil News focuses on the interplay between fundamentals and prices in the global base oils and lubricants markets.

Baseoilnews.com combines daily, weekly and monthly base oils and lubes fundamentals data from every region of the world to build the most comprehensive and up-to-date global picture of the state of the market.

The data and analysis provide key tools to understand current market developments and opportunities and to anticipate how the market is likely to behave in the coming months.

Base oils producers, lube blenders and consumers can then better plan accordingly.

Baseoilnews.com analyses and publishes market news and data every day as it breaks.

Commodities

<ul><li>Asia’s base oils prices extend dip versus feedstock/gasoil prices.</li><li>Margins hold firm for heavy grades, pointing to still-strong supply-demand fundamentals.</li><li>Firm margins partially cushion impact of weaker light-grade margins.</li></ul>

Asia’s base oils prices extend dip versus feedstock/gasoil prices.Margins hold firm for heavy grades, pointing to still-strong supply-demand fundamentals.Firm margins partially cushion impact of weaker light-grade margins.

Asia base oils supply outlook: Week of 31 March

<ul><li>Asia’s base oils demand could hold firm over the coming weeks as buyers replenish low stocks and lube consumption holds steady.</li><li>Rising crude oil prices could provide additional support.</li><li>Seasonal slowdown in demand from end of second quarter typically starts to curb buying interest several weeks before then.</li></ul>

Asia’s base oils demand could hold firm over the coming weeks as buyers replenish low stocks and lube consumption holds steady.Rising crude oil prices could provide additional support.Seasonal slowdown in demand from end of second quarter typically starts to curb buying interest several weeks before then.

Asia base oils demand outlook: Week of 31 March

Founder at Stock Spin-off Investing, Stock Spin-Off Investing

Richard Howe

Founder at Stock Spin-off Investing

Stock Spin-Off Investing

Generate attractive returns by taking advantage of inefficiencies in the stock spin-off market.

Stock Spin-offs

<ul><li>On March 31st 2025 I spoke to Mark Schneider of investor relations from IAC.</li><li>Mark currently covers investor relations for Angi, Inc as well. but Angi will be hiring its new head of investor relations soon.</li><li>Our conversation was productive and increased my confidence in the outlook for Angi.</li></ul>

On March 31st 2025 I spoke to Mark Schneider of investor relations from IAC.Mark currently covers investor relations for Angi, Inc as well. but Angi will be hiring its new head of investor relations soon.Our conversation was productive and increased my confidence in the outlook for Angi.

Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
Contrarian Cashflows is built around the principles of respect, honesty, open-mindedness and a touch of humour. Please consider these principles in any engagement interaction with me, other readers and the content on this blog. Misbehaviour is not tolerated.
If you want to reach out to me directly, the best way is via LinkedIn, Twitter or email. You can find the details at my homepage contrariancashflows.com

Thematic (Sector/Industry)

<ul><li>Piaggio likely needs no introduction, as it is the company behind the iconic Vespa scooter.</li><li>In addition to Vespa, Piaggio owns the motorcycle brands Aprilia and Moto Guzzi, though approximately 50% of its revenue comes from scooter sales.</li><li>The strength of Piaggio's brands is reflected in its exceptional Return on Invested Capital (ROIC) of over 30%.</li></ul>

Piaggio likely needs no introduction, as it is the company behind the iconic Vespa scooter.In addition to Vespa, Piaggio owns the motorcycle brands Aprilia and Moto Guzzi, though approximately 50% of its revenue comes from scooter sales.The strength of Piaggio's brands is reflected in its exceptional Return on Invested Capital (ROIC) of over 30%.

Intel Vision: Lip Bu Tan's First Keynote As Intel CEO

I will under promise & over deliver. I will not be satisfied until we delight you. I'm here for as long as it takes. Rather than love, than money,...

William Keating

Asia base oils supply outlook: Week of 31 March

Asia’s base oils prices extend dip versus feedstock/gasoil prices. Margins hold firm for heavy grades, pointing to still-strong supply-demand...

Base Oil News

Asia base oils demand outlook: Week of 31 March

Asia’s base oils demand could hold firm over the coming weeks as buyers replenish low stocks and lube consumption holds steady. Rising crude oil...

Base Oil News

Notes from Conversation with ANGI IR

On March 31st 2025 I spoke to Mark Schneider of investor relations from IAC. Mark currently covers investor relations for Angi, Inc as well

Richard Howe

Monday Delight: 31/03/25

Piaggio likely needs no introduction, as it is the company behind the iconic Vespa scooter. In addition to Vespa, Piaggio owns the motorcycle...

Contrarian Cashflows