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Netflix: the streaming wars enter a new phase
Only recently hailed as the hands-down winner of the streaming wars, Netflix's stalled subscriber growth has led to a >70% plunge in its share price, ...
June 28, 2022, 5:44 am
Smith micro may benefit from iot growth and new partnerships
Smith Micro offers software that interacts with smartphones and Internet of Things devices for customers to protect the family's digital lifestyle. Be...
June 22, 2022, 6:24 pm
Whitestone reit: sunbelt retail on sale with some refinancing risk
WSR owns remarkably well-located retail centers in two fast-growing Sunbelt states: Texas and Arizona. A CEO change along with some important governan...
June 22, 2022, 3:58 pm
Ant, alibaba plan for less intertwined future after china crackdown
Ant Group and Alibaba are untangling their operations from each other and independently seeking new business as the Jack Ma-founded companies navigate...
June 21, 2022, 7:09 pm
Dropbox stores huge free cash flows with attractive value
Dropbox oozes sizeable free cash flows due to vastly improving margins. The company expects to improve free cash flow by ~40% in 2024. It offers signi...
June 21, 2022, 4:20 pm
Fm: frontier markets offer value with inherent risks
FM is a passively managed investment vehicle offering exposure to a vast equity basket of a few EM and ...
June 15, 2022, 9:07 pm
Upstart: an undervalued fintech with strong growth
Disrupting the traditional lending space, Upstart Holdings Inc. ( UPST , Financial) is an artificial intelligence-powered lending platform that is par...
June 13, 2022, 1:45 pm
Nvidia is on track to join the trillion dollar club
Nvidia's valuation has plummeted from over US$810BN last November to US$473BN today. The graphics card market is destined to grow at an astonishing ra...
June 9, 2022, 3:05 pm
Holley: demand looks sticky, company seems undervalued based on fundamentals
The vast majority of the company's clients consider budgets on parts recurring expenses. In Q1 2022, ne...
June 7, 2022, 3:25 am
Carvana: winning the game, long-term growth trajectory intact
The recent quarter is a disappointment. However, I see nothing wrong with the business fundamentals. CVNA continues to win the market share. As a fast...
June 3, 2022, 9:07 am
Broadcom inc. (avgo) ceo hock tan on q2 2022 results and vmware acquisition (transcript)
Broadcom Inc. (NASDAQ:AVGO ) Q2 2022 Results and VMware Acquisition Conference Call May 26, 2022 8:00 AM ET Company Participants Ji Yoo - Director of ...
June 1, 2022, 11:19 am
Axonics: a strong medical device play with significant revenue growth opportunities
Axonics is a high-growth medical device play with strong revenue growth drivers. The company's rechargeable SNM system generates the...
May 30, 2022, 8:19 am
Global x cybersecurity etf: buy this at $20 and never look back
Cybersecurity is arguably one of the most important sectors in the entire market right now, with vast g...
May 30, 2022, 6:58 am
Box: the tech stock to shelter in during a volatile market
Shares of Box have vastly outperformed both the S&P 500 and fellow tech stocks this year, neither gaining nor losing substantial value since January. ...
May 26, 2022, 6:01 am
Nvidia corporation (nvda) ceo jensen huang on q1 2023 results - earnings call transcript
NVIDIA Corporation (NASDAQ:NVDA ) Q1 2023 Earnings Conference Call May 25, 2022 5:00 PM ET Company Participants Simona Jankowski - Vice President, Inv...
May 25, 2022, 7:24 pm
Realty income corp.: a great reit to consider
Realty Income Corporation has seen a lot of growth recently, and that trend is likely to continue this year. With a...
May 24, 2022, 12:18 am
Goldman sachs ceo calls subway shooting of employee a 'senseless tragedy'
Goldman Sachs CEO David Solomon said he's "devastated" about the shooting Sunday on a New York City subway train that left one of his employees dead....
May 23, 2022, 9:51 am
Two huge deals highlight the vast potential of plug power stock
Tremendous support for green hydrogen by the U.S. and EU governments should greatly boost Plug's financial results, lifting PLUG stock. The post Two H...
May 21, 2022, 8:12 am
Palantir: visibility into the upside
Palantir shares have been rocked as the market prices in an underlying growth rate closer to 20% rather than the company's 30% guidance. Management st...
May 19, 2022, 3:52 pm
Analog devices, inc. (adi) ceo vincent roche on q2 2022 results - earnings call transcript
Analog Devices, Inc. (NASDAQ:ADI ) Q2 2022 Results Conference Call May 18, 2022 10:00 AM ET Company Participants Michael Lucarelli - VP, IR Vincent Ro...
May 18, 2022, 1:23 pm