Introduction Let’s get one thing straight from the start: Apple and Amazon are not friends. To put it into market terms, both companies would like nothing better than to have customers to themselves, wrapped up in their own seamless media universes: iTunes, iPad, and Apple TV on the one hand; and Kindle, Amazon Prime, and Fire…
Category: Journal Report
Journal Report 2: Oil Might Be Dead But Chips Are Just Getting Started
Summary Broadcom currently trades at a massive discount relative to its median 5yr price to free cash flow, granting investors an attractive entry point. “Chip stocks”, such as Broadcom can sometimes offer comparative yields to oil and gas stocks, while not facing mediocre returns at best and extinction at worst. The best chip stocks generate…
Journal Report 1: Microsoft Vs. Amazon: Valuing The Cloud
Summary Amazon and Microsoft lead the very lucrative cloud market, which generates substantial cash flows for investors. While they’re both titans of the cloud industry, one offers a more compelling value proposition. A winner is finally chosen based on both qualitative and quantitative factors. Introduction The largest cloud stocks with the strongest, most predictable cash…
Journal Report 0: US-China Trade War
What? Simply put, it’s US & China constantly imposing tariffs on each other’s goods. Why? POWER Purely defensive measures Trump claims that trillions of dollars Americans transfer overseas (as a result of yearly trade deficits), instead of being invested in the U.S., are used by those countries to buy America’s assets; that raises the scenario that foreigners can buy…
with HT 