Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
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5 Reasons You Should Avoid Apple and Its Supply Chain for Next Few Years
If Apple is running out of ideas by introducing a new product by changing color and material instead of new "WoW" features, this is suggesting...
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Intel Raises Guidance on Improving PC Demand; Finding Beneficiaries
What's new?Intel today raises its 3Q16 sales growth guidance to 13-17% q/q (US$15.6bn, +/-300mn) from 6-14% q/q (US$14.9bn,+/-500mn). Intel...
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Tesla & Its Bankers. Glaring Conflicts. Damodaran Now on to It.
As everyone who follows Tesla knows by now, the company is on the cusp of a merger with Solar City. Recently they filed a Registration Statement...
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Silicon September 1.0: Ride Hailing and Autonomous Driving
With our new 5-part Silicon September series, we explore five of the newest technology trends sweeping through the globe starting with ride hailing...
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