What's the Market Pricing In: Apple Vs. Amazon
This report serves two purposes. One is to screen large cap, non-financial US stocks for those that might be worth buying or shorting. The second...
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Why large funds are piling into PE & VC
Private market valuations for tech companies have increased sharply in recent years, with an outbreak of so-called "unicorns" (startups valued at...
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Fitbit, a good 'fit' for your portfolio?
In January 2014, I bought my first Fitbit device. At the time, it was a company almost unheard of except by a few. The Fitbit app on the phone was...
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SNPS, CDNS. Babies Out With SaaSpocalypse Bathwater Or Fair Game?
Following on from NVIDIA's $2 billion investment in SNPS in December 2025, the WSJ is now reporting that Elliott has taken a multi-billion dollar...
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Greece's Travel & Tourism industry shines amidst crisis
The Greece government is running out of time and money. 320 billion euros is the size of their debt mountain. Money enough to carry out 15 Apollo...
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