Stocks to Work into on March Weakness
Amazon.com Inc (AMZN US)Microsoft Corp (MSFT US)Samsung Electronics (005930 KS)Samsung SDI Co Ltd (006405 KS)Larsen & Toubro (LT IN)ICICI Bank...
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Slack in the Guidance: 4Q20 Earnings Review
15! That was the number of times Microsoft Teams was mentioned on Slack’s 4Q20 earnings call. This quarter saw a billings beat, which was likely...
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TMT Corona Virus Selloff Opportunities: Amazon
We write this note as we see US futures trading down close to 5%. So...there is a good chance Amazon becomes even more attractive tomorrow....
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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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Nutanix: Subscription Transition Meets Corona Virus? Huh?
This note is a followup to our deep dive on Nutanix from December. The quarter’s results were consistent with our long thesis, and the near 30%...
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