Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Equity Bottom-Up

Invesco QQQ Trust Series 1 / Equity Bottom-Up

<ul><li>First of all, let’s see how the Nasdaq-100 (QQQ) did in 2023 along with the S&amp;P 500 (SPY) and the Dow Jones (DIA): QQQ with a big 21.64% return in 2023 &amp; outperforming by a big margin the other 2 main indices.</li><li>For an even broader perspective, US indices 2023 performance shown in this order: Nasdaq 100 (NDX) &gt; S&amp;P 500 (SPX) &gt; S&amp;P Midcap 400 MID &gt; Russel 2000 (RTY) &gt; Russell Microcap (RMICRO).</li><li>In short, from Megacaps &gt; to Microcaps: Nasdaq 100 (NDX) leading by a big margin.</li></ul>

First of all, let’s see how the Nasdaq-100 (QQQ) did in 2023 along with the S&amp;P 500 (SPY) and the Dow Jones (DIA): QQQ with a big 21.64% return in 2023 &amp; outperforming by a big margin the other 2 main indices.For an even broader perspective, US indices 2023 performance shown in this order: Nasdaq 100 (NDX) &gt; S&amp;P 500 (SPX) &gt; S&amp;P Midcap 400 MID &gt; Russel 2000 (RTY) &gt; Russell Microcap (RMICRO).In short, from Megacaps &gt; to Microcaps: Nasdaq 100 (NDX) leading by a big margin.

Getting Tactical with Nasdaq-100 NDX ($QQQ): Valuation Disconnected Via Its Cost of Capital

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>After losing nearly a third of its value, Amazon looks more attractive than a year ago.</li>
<li>Investors should be mindful of recency bias when evaluating Amazon's share price attractiveness.</li>
<li>The unique business model also poses some risks that should be considered regardless of one's investment horizon.</li>
</ul>


After losing nearly a third of its value, Amazon looks more attractive than a year ago.
Investors should be mindful of recency bias when evaluating Amazon's share price attractiveness.
The unique business model also poses some risks that should be considered regardless of one's investment horizon.


Amazon: Having A Long-Term View Doesn't Mean You Should Disregard Immediate Risks

<ul>
<li>Oracle's strategy is being acknowledged by one of its major peers - Salesforce.</li>
<li>Oracle does not appear among the top three cloud infrastructure players, but it doesn't need to.</li>
<li>Oracle is expected to deliver another strong quarter, investors should remain focused on the long-term positioning of the business.</li>
</ul>


Oracle's strategy is being acknowledged by one of its major peers - Salesforce.
Oracle does not appear among the top three cloud infrastructure players, but it doesn't need to.
Oracle is expected to deliver another strong quarter, investors should remain focused on the long-term positioning of the business.


<ul>
<li>Amazon's share price has fallen 25% since April of last year, sparking a fear of missing out.</li>
<li>The pressure for cost-cutting measures will likely increase as profitability and free cash flow remain elusive, according to Amazon.</li>
<li>Amazon has seen a 25% drop in its share price in January.</li>
</ul>


Amazon's share price has fallen 25% since April of last year, sparking a fear of missing out.
The pressure for cost-cutting measures will likely increase as profitability and free cash flow remain elusive, according to Amazon.
Amazon has seen a 25% drop in its share price in January.


Amazon: Recent Quarter Is A Reminder That Red Flags Should Not Be Ignored

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>Amazon hosted (13-14 Oct) AWS Summit GCR 2022, during which announced it will enhance cloud business deployment in China market.</li><li>AWS unveiled four strategic initiatives and highlighted six directions that it will continue investing in to propel cloud business innovation.</li><li>Plus, it enhances partner network to better fulfil digital transformation demand, continue enhancing self-developed core system and chips capabilities, to help customer achieve better cost saving.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Amazon hosted (13-14 Oct) AWS Summit GCR 2022, during which announced it will enhance cloud business deployment in China market.AWS unveiled four strategic initiatives and highlighted six directions that it will continue investing in to propel cloud business innovation.Plus, it enhances partner network to better fulfil digital transformation demand, continue enhancing self-developed core system and chips capabilities, to help customer achieve better cost saving.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Internet– AWS Summit GCR 2022: Unveiled Four Strategic Initiatives in China Market

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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Amazon (AMZN US)

Getting Tactical with Nasdaq-100 NDX ($QQQ): Valuation Disconnected Via Its Cost of Capital

Gap opened up possibilities: Hedge, Sell, Trim, Short Sell, Collar. First of all, let’s see how the Nasdaq-100 (QQQ) did in 2023 along with the S&P...

Maverick Equity Research

Amazon: Having A Long-Term View Doesn't Mean You Should Disregard Immediate Risks

After losing nearly a third of its value, Amazon looks more attractive than a year ago.Investors should be mindful of recency bias when evaluating...

Vladimir Dimitrov, CFA

The Oracle Playbook Goes Mainstream

Oracle's strategy is being acknowledged by one of its major peers - Salesforce. Oracle does not appear among the top three cloud infrastructure...

Vladimir Dimitrov, CFA

Amazon: Recent Quarter Is A Reminder That Red Flags Should Not Be Ignored

The pressure for cost-cutting measures will likely increase as profitability and free cash flow remain elusive, according to Amazon. Amazon has...

Vladimir Dimitrov, CFA

Internet– AWS Summit GCR 2022: Unveiled Four Strategic Initiatives in China Market

Amazon hosted (13-14 Oct) AWS Summit GCR 2022, during which announced it will enhance cloud business deployment in China market.

CMB International

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