Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

Event-Driven

At $71 billion, or $420/share, Tesla Inc. is a throwaway price. At $500/share the equity value of Tesla approaches $85 billion, which is also too low. In our view, anything less than $100 billion for Tesla is a steal for Musk and fellow investors. The business is already de-risked and has proven itself. We wouldn’t support a $420/share takeout offer, but our stake may not matter to the outcome.

At $71 billion, or $420/share, Tesla Inc. is a throwaway price. At $500/share the equity value of Tesla approaches $85 billion, which is also too low. In our view, anything less than $100 billion for Tesla is a steal for Musk and fellow investors. The business is already de-risked and has proven itself. We wouldn’t support a $420/share takeout offer, but our stake may not matter to the outcome.

Tesla Inc. – Don’t Discount $420/Share – It Could Go Private at $500/Share

With the acquisition of CA Technologies, <a href="https://www.smartkarma.com/entities/999" target="_blank" data-smartkarma-citation="entities:999:1">Broadcom Corp Cl A (BRCM US)</a> is sending a signal that the smartphone business has peaked. It also highlights the challenge associated with finding the next leg of the Company's growth story, which in our view, met its end at the hands of CFIUS.

With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US) is sending a signal that the smartphone business has peaked. It also highlights the challenge associated with finding the next leg of the Company's growth story, which in our view, met its end at the hands of CFIUS. 

Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!

Equity Bottom-Up

For bulls like us <a href="https://www.smartkarma.com/entities/20279" target="_blank" data-smartkarma-citation="entities:20279:1">Tesla Motors Inc.'s (TSLA US)</a> announcement of meeting production goals is good news.  Bears need to find a way out of the mess they find themselves in. Tesla has a market capitalisation of only $60 billion or thereabouts. Facebook, Amazon, Apple, Microsoft, Netflix , Alphabet, Alibaba, Tencent are all worth a lot more. Tesla will be a worthy addition to that walk of fame in a couple of years.

For bulls like us Tesla Motors Inc.'s (TSLA US) announcement of meeting production goals is good news.  Bears need to find a way out of the mess they find themselves in. Tesla has a market capitalisation of only $60 billion or thereabouts. Facebook, Amazon, Apple, Microsoft, Netflix , Alphabet, Alibaba, Tencent are all worth a lot more. Tesla will be a worthy addition to that walk of fame in a couple of years.

Tesla Inc. – Shorting the Shorts – Next Stop $500/Share in 3 Months

With each passing day, Tesla's date with destiny draws closer. Bears have stayed away from the stock, and we can tell because some of the top growth investors do not own it. That means they are bearish because a growth investor bypassing Tesla is equivalent to a coffee aficionado going decaf.

With each passing day, Tesla's date with destiny draws closer. Bears have stayed away from the stock, and we can tell because some of the top growth investors do not own it. That means they are bearish because a growth investor bypassing Tesla is equivalent to a coffee aficionado going decaf.

Tesla Inc. - Prophets of Doom Could Be Blown to Smithereens by Conservative Accounting

United States

Netflix Inc. is an Internet subscription service for watching tv shows and movies. Subscribers can instantly watch unlimited TV shows and movies streamed over the Internet to their TVs, computers and mobile devices and in the United States, subscribers can receive standard definition DVDs and Blu-ray Discs delivered to their homes.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Netflix Inc (NFLX US)

Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!

With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US) is sending a signal that the smartphone business has peaked. It also...

ANTYA Investments

Tesla Inc. - Prophets of Doom Could Be Blown to Smithereens by Conservative Accounting

With each passing day, Tesla's date with destiny draws closer. Bears have stayed away from the stock, and we can tell because some of the top...

ANTYA Investments

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tesla Inc. – Don’t Discount $420/Share – It Could Go Private at $500/Share

At $71 billion, or $420/share, Tesla Inc. is a throwaway price. At $500/share the equity value of Tesla approaches $85 billion, which is also too...

ANTYA Investments

Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!

With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US) is sending a signal that the smartphone business has peaked. It also...

ANTYA Investments

Tesla Inc. – Shorting the Shorts – Next Stop $500/Share in 3 Months

For bulls like us Tesla Motors Inc.'s (TSLA US) announcement of meeting production goals is good news. Bears need to find a way out of the mess...

ANTYA Investments

Tesla Inc. - Prophets of Doom Could Be Blown to Smithereens by Conservative Accounting

With each passing day, Tesla's date with destiny draws closer. Bears have stayed away from the stock, and we can tell because some of the top...

ANTYA Investments