Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
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TSLA China Shipment and Delivery Slowed in Q1 2017
In Q1 2017, 4,755 units of Tesla cars were shipped to China, representing a 257% increase year-over-year. However, only ~ 1623 units were...
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2016 Oil&Gas Reserves: PetroChina Overtakes ExxonMobil for #3
At a time of low oil&gas prices and with companies having cut CAPEX, it is important to check the disclosed proven reserves at the end of 2016...
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Discover Singapore: Memtech. ~30% Net Cash Company Trading At 8.3x Ex-Cash PE
We met with Mr. Chuang Tze Mon of Memtech International Ltd (MTEC SP) on Friday, 28 April 2017. This meeting was a post 1Q results briefing and an...
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Yahoo Japan - Knee Jerk Reaction to Results Looks All Wrong
One of the switcheroos of 21st Century investing is that it is US investors that are now willing to back companies, which forgo short-term...
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