Google Stock Could Be Losing Its Moat
Microsoft is improving its search market share, according to analysts. The arrival of ChatGPT hammered Alphabet stock may be ahead as revenue...
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Merion Road Capital Q3 2022 Investor Letter
Merion Road Capital Management LLC is a registered investment adviser. We focus on value-oriented investing through rigorous fundamental analysis...
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Weekly Stock Bullfinder - Week of 10/31
An interesting dynamic has emerged over the past few months with mega cap technology companies like Meta, Alphabet, and Amazon all seeing...
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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...
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The Cloud Space In Numbers: What Matters The Most
The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...
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