TMT Pre-1Q Earnings Thoughts
Some thoughts about potentially good earnings setups (ServiceNow and Facebook) vs. not so good setups (Paypal and Intel) for the first wave of TMT...
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Musk Buys Twitter, You Should Buy Facebook
Why buy Twitter hoping Elon Musk can solve slow product development, and weak monetization of direct response advertising, when you can buy a re...
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BigCommerce: Stock Selloff Looks Finished As Valuation Hit $1.5 Billion
Our analysis suggests risk/reward for BigCommerce shares looks strong, and downside potential may be limited as BigCommerce stock is undervalued...
314 Views
GEM Weekly (4 Mar 2022): Russian Interest Rates, Chinese PMI; NIO, ByteDance, TSMC, Samsung
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Amazon 4Q21: Don’t Call It a Comeback, We’ve Been Here (Investing) For Years
Reaccelerating growth, better than expected margins and FCF in 2022-2023, and a catchup trade on the come. We reiterate Amazon as our Top 2022 long...
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