Recruit Holdings [Alternative Data]: Should the Slowdown in Indeed Warrant a Discount?
A slowdown in the HR Technology business, which operates two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is one...
398 Views
Google: Mediocre Results, Mediocre Disclosures
While we are long term holders of Google, we think this quarter’s report was the most disappointing of large cap tech, and given Google’s crowded...
334 Views
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...
356 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...
515 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...
436 Views