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Microsoft Corp (MSFT US)
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733
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Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bearish
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Alphabet
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21 Oct 2020 13:56
Google Antitrust Lawsuit: The 2020 Election Angle
What, precisely, the U.S. DOJ antitrust case will mean for Google, only time will tell. One thing is certain, however. Politics – particularly the ...
Kyle Rudden
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227 Views
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bullish
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Crowdstrike Holdings
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17 Oct 2020 23:48
TMT Weekly: 3 Things that Stood Out The Week of 10/16/2020
Datapoints supportive of upside to earnings for Microsoft and Snapchat this past week, plus an ever expanding TAM justifies Crowdstrike's valuation.
Aaron Gabin
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302 Views
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bullish
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ROBLOX
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13 Oct 2020 21:34
Roblox IPO Preview – Unique Positioning
We preview the upcoming listing of minigame sandbox Roblox whose closest peers Minecraft and Fortnite underline its potential, but it is Roblox's...
Mio Kato
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340 Views
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bullish
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The Walt Disney Co
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10 Oct 2020 21:47
Disney: Listen to Loeb
Disney's stock has languished this year due to the havoc COVID has unleashed on its business model. It should use the opportunity to spend more on...
Aaron Gabin
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303 Views
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bullish
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Sony Corp
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30 Sep 2020 12:43
Sony – PS5’s SSD Is “Oodles” Faster and This Makes Series X’s Graphics Edge Irrelevant
Our thesis on Sony and the PS5 has emphasised that their approach to next gen emphasising the SSD would address consumer pain points better than...
Mio Kato
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354 Views
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