Microsoft: Growth Bulls Versus Value Bears
US Growth managers are relying on Microsoft to deliver an increasing proportion of the Growth within their portfolios. The cost of that growth is...
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Weekly Stock Bullfinder - Week of 7/25
Technology bellwethers Microsoft, Alphabet, and Apple will all report earnings this week which will be closely dissected and produce market moving...
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China Internet Weekly (18Jul2022): Tencent, Alibaba, Kingsoft Office, Miss Fresh
Tencent follows new game law in school summer vacation. Tencent and NetEase did not get new game licenses for the third time this year. Kingsoft...
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Pure Storage (PSTG): Market Leader Facing Commoditization of Its Products
Market share losses are likely occurring and the "recurring revenue STaaS" story may be decelerating amidst competition, pricing pressure, and...
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Selling Shovels in a Gold Rush: SaaS Stocks Cashing in on Emissions Reporting Rules
ESG investing has been complicated by evolving emissions reporting regulations. With the chaos, comes new investment opportunities. Such as in...
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