Tesla Placement: Pushing the Limits
Tesla Motors (TSLA US) announced plans to raise up to $2.3 billion through an underwritten registered public offering. Tesla intends to use the net...
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Match: Tinder Burning
This note is a followup to our recent short call on Match Group Inc (MTCH US) ahead of 4Q19’s earnings. The quarter was highly supportive of our...
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Google: Mediocre Results, Mediocre Disclosures
While we are long term holders of Google, we think this quarter’s report was the most disappointing of large cap tech, and given Google’s crowded...
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Facebook 4Q19: Buy This Dip
Despite the dithering around Facebook Inc A (FB US) shares the past few years, there has never been any controversy about the inherent business...
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Amazon: AWS-Some
We  have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We are...
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