Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
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Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
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Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act
Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition...
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President Trump Taking America Back to the 1980s…
The Republican sweep in Washington and the unique nature of his insurgent victory means Trump faces fewer constraints on his power than any recent...
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We Are Buying This Large Cap Biotechnology Company After Trump's Election Win
We have a Buy rating with price target of $173 (DCF method)=44% upside. The stock also appears to have upside using relative valuation measures...
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