Amazon: AWS-Some
We have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We are...
352 Views
It's the Year of The "MOUSE"! BizLink Holding Inc (3665 TT): An Exclusive Harness Supplier to Tesla
Goodbye Year of the Pig, Hello to the Year of the Mouse! As the first year of the 12-year cycle, the Year of the Mouse is also expected to set...
509 Views
Amazon: Return of the King
We have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We...
428 Views
Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US) , though extremely cautious on its valuation. Three datapoints in the past...
493 Views
Cloud Wars: AWS’ Declining Growth and Margins Vs Overvalued Azure
Over the past few years, Amazon.com Inc (AMZN US)’s and Microsoft Corp (MSFT US)’s valuations have been driven by their cloud businesses, AWS and...
477 Views