Alibaba’s Earnings vs. China’s Regulatory Actions: Waiting for Stock Reentry Signals
August 4, 2021
4634
Stocks
Why Investors Should Not Measure Dorsey’s Twitter and Square by Same Ruler
August 2, 2021
2171
Apple 1H Earnings: Moving Forward No Matter What
The three tech giants Apple (AAPL), Microsoft (MSFT) and Google (GOOG) released their quarterly results after the market close yesterday.
July 28, 2021
2265
Yesterday Tesla Punished Skeptics Again by Reporting its Stellar Semiannual Financials
Tesla’s (TSLA) Q2 earnings came in at $1.45 per share on a comfortable $12 billion in sales. Consensus Estimate was looking for EPS (earnings per share) of $0.94 on $11.5 billion in sales.
July 27, 2021
2213
China’s Unexpected Ban of For-Profit Digital Schools Poses Threat to Higher Cap Tech Firms
China’s crackdown on crypto currencies mining has grown into something even bigger – namely, the handful of leading public companies that China is going to ban.
July 26, 2021
2290
IBM: Upbeat Earnings Suggest the PC Mammoth is Back in Business
It’s good that investors are back to their focus on the ongoing corporate earnings reports. Led by gains in its hybrid cloud business, IBM (IBM) reported yesterday Q2 2021 earnings results that topped Wall Street expectations, and revenue that edged upward from the same period a year ago.
July 21, 2021
2240
Honeywell International: a Glimpse of Hope for Inflation Aware Value Investor
After yesterday’s FOMC-look-alike lackluster presentation of Fed’s chief Jerome Powell before the Congressional leaders, the question of quality investment has been lifted to new highs.
July 15, 2021
2211
The Virgin Galactic Scoop: Welcome the King of Meme Stocks!
With yesterday’s launch of the first Virgin Galactic (SPCE) trip with Richard Branson on board, we must congratulate ourselves with the appearance of a new meme stock – perhaps, the king of all meme stocks. How many celebrities can these trips accommodate and what is the expected visitor return rate of this business?
July 12, 2021
2322
Microsoft Loses JEDI Deal with Pentagon: Impact on the Stock Valuation and Forecast
Pentagon suddenly canceled a $10 billion JEDI deal with Microsoft (MSFT). The move makes a significant negative impact on the company’s valuations, since investors have priced-in the corresponding revenue and cash flows.
July 7, 2021
2374
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