TMT Corona Virus Selloff Opportunities: Amazon
We write this note as we see US futures trading down close to 5%. So...there is a good chance Amazon becomes even more attractive tomorrow....
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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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Korea M&A Spotlight: Ebay Korea Is Up for Sale (Pressured by Elliott Mgmt to Sell?)
It was reported after the market close on 3 March that Ebay Korea is up for sale. Ebay Inc (EBAY US) owns a 100% stake in Ebay Korea, which owns...
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Nutanix: Subscription Transition Meets Corona Virus? Huh?
This note is a followup to our deep dive on Nutanix from December. The quarter’s results were consistent with our long thesis, and the near 30%...
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Apple and Big Tech Fade and Fresh Buy Levels in March
Focus is on Apple Inc (AAPL US) and the rising wedge as well as big tech upside fade levels and pullback targets for March. We cover cycles levels...
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