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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Microsoft – Thinking Through the ATVI Acquisition Further
Our initial thoughts on Microsoft’s bid for Activision Blizzard were sceptical in contrast to the majority of commentary on the deal. The more we...
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Virtual Smoke and Mirror—Vision to Reality
The recent surge in Metaverse have brought VR & AR back into the focus of the market. So is the Metaverse finally ready for prime time or still a...
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Alphabet vs Microsoft - A Comparative Analysis Of The Public Cloud Battle & Key Financial Metrics (12/2021)
Alphabet and Microsoft have traditionally been two of the most reliable tech blue-chips that most technology investors have in their long-term...
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Morning News Summary: BoE Hikes, ECB Continues QE — Stocks Like It
Morning News SummaryBoE Hikes, ECB Continues QE — Stocks Like It Equity markets traded mixed on Thursday after three major central banks pulled...
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