Amazon 3Q20: Amazon $6,000
Amazon's continued success is nothing new, but the pause in the stock grants longer term investors another bite at the apple at $3000...we think...
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Disney: Listen to Loeb
Disney's stock has languished this year due to the havoc COVID has unleashed on its business model. It should use the opportunity to spend more on...
553 Views
Unity Software IPO Valuation Analysis
Unity Software Inc (U US) plans to complete its IPO in the coming days. The company is seeking to raise $1.05 billion in this IPO selling 25...
637 Views
Global Active Equity:Â Managers Ramp up Software Holdings
As Software companies look to become the key beneficiaries of a post-COVID world, we analyse allocations among active Global managers. We find...
293 Views
Amazon 2Q20: Goliath Is Still….Cheap?
We  have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
413 Views