The "Einhorn Bet" And What Might Toshiba Be Worth?
The Einhorn Bet - What Might Toshiba Be Worth?Bloomberg reported late Friday E.S.T. that the Greenlight Capital Q2 investor letter said that it had...
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Companies that Are Chronic Cash Hoarders....
It is not just a Japan issue, a lot of US companies also hoard cash. Apple Inc (AAPL US) for instance has $67bn sitting on the balance sheet. I do...
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TSMC: I Could Not Find Any Near-Term Catalyst to Drive 1H like Outperformance
Summary Miss again: Despite TSMC starts 10nm ramp up for Apple A11, TSMC guides 6% weaker sales of NT$246-249bn (up 15.0-16.5% q/q) than...
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Toshiba Memory Deal Changing Shape But Likely a Temporary Stalemate
The INCJ-led deal for Toshiba Memory which Toshiba Corp (6502 JP) wanted to announce by the 29th of June to be able to take it to their shareholder...
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Qualcomm Seeks to Ban Intel Baseband IPhone
Summary Qualcomm seeks to ban iPhone: Qualcomm files patent infringement (referring six patents ) complaints against Apple with US ITC and Southern...
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