Intel. What Really Lies Beneath The Year-Long Supply Constraint Fiasco?
On November 20'th last, Intel issued an open letter to customers to address widely reported concerns about CPU supply shortages. The company...
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U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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Canaan IPO Valuation: More Fun Ways to Lose Money
Canaan Inc. (CAN US) is a Chinese designer of bitcoin mining machines which are sold under the AvalonMiner brand. At the mid-point of the IPO price...
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Canaan IPO: A Good 3Q19 Is Surviving, Not Thriving
Canaan Inc. (CAN US) is a Chinese designer of bitcoin mining machines which are sold under the AvalonMiner brand. Canaan was the second-largest...
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Canaan IPO Initiation: What Could Possibly Go Wrong?
Canaan Inc. (CANAAN HK) is a Chinese designer of bitcoin mining machines which are sold under the AvalonMiner brand. Canaan was the second-largest...
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