Amazon 2Q22: Delivering an Inflection Point
Amazon's revenue growth is beginning to reaccelerate. Its cost growth is decelerating. Advertising is the best house in a tough digital...
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Microsoft: Growth Bulls Versus Value Bears
US Growth managers are relying on Microsoft to deliver an increasing proportion of the Growth within their portfolios. The cost of that growth is...
461 Views
Weekly Stock Bullfinder - Week of 7/25
Technology bellwethers Microsoft, Alphabet, and Apple will all report earnings this week which will be closely dissected and produce market moving...
265 Views
China Internet Weekly (18Jul2022): Tencent, Alibaba, Kingsoft Office, Miss Fresh
Tencent follows new game law in school summer vacation. Tencent and NetEase did not get new game licenses for the third time this year. Kingsoft...
871 Views
Pure Storage (PSTG): Market Leader Facing Commoditization of Its Products
Market share losses are likely occurring and the "recurring revenue STaaS" story may be decelerating amidst competition, pricing pressure, and...
494 Views