Google: Mediocre Results, Mediocre Disclosures
While we are long term holders of Google, we think this quarter’s report was the most disappointing of large cap tech, and given Google’s crowded...
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Amazon: AWS-Some
We  have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We are...
478 Views
It's the Year of The "MOUSE"! BizLink Holding Inc (3665 TT): An Exclusive Harness Supplier to Tesla
Goodbye Year of the Pig, Hello to the Year of the Mouse! As the first year of the 12-year cycle, the Year of the Mouse is also expected to set...
629 Views
Amazon: Return of the King
We  have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We...
589 Views
Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US)Â , though extremely cautious on its valuation. Three datapoints in the past...
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