Thirty years ago, in March 13th, 1986, a little company named Microsoft (MSFT) went public. Split adjusted the IPO price was below 10 cents!. At the time the Nasdaq Composite (CCMP) was trading very near 300. MSFT …
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For the better part of 2015, it was somewhat concerning that a handful of growth stocks masked a total lack of progress in the broad market. #FANG 2015 vs. YTD 2016$FB +34% vs. +20%$AMZN +118% …
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Two weeks ago, Unilever, a company with its origins in Victorian England, and whose mission at that time was ‘to make cleanliness commonplace; to lessen work for women; to foster health and contribute to personal attractiveness, that …
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Dan previewed Alphabet’s (GOOGL) earnings due after the close in an earlier post. Here’s what he had to say on the likely stock reaction to the news: My view into the print: If TAC increases …
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Earlier I previewed tonight’s Q2 results due after the close for Amazon (AMZN). Given the fact that the stock is within 1% of its all time highs, and the options market is implying a whopping …
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Event: Amazon.com (AMZN) reports their Q2 results tonight after the close. The options market is implying about 7% one day move tomorrow, which is shy of its 10 year average one day post earnings move of 9.4%, …
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For weeks now, financial journalists, blog writers, and tv pundits have been pointing towards Q2 earnings season as the true guidepost to what’s in store for U.S. financial markets in the back half of the …
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Back in August if 2011, Marc Andreessen, co-founder and general partner of venture capital firm Andreessen-Horowitz penned a prescient essay in the Wall Street Journal explaining; Why Software Is Eating The World. At the time, skeptics wondered …
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On May 19th, I laid out my near term bearish thesis for shares of MSFT (Clouded by Azure), highlighting investor focus on their public cloud business and valuation: Despite fast growing businesses like Office 365 …
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I’ve had a lot to say on the retail sector of late (here on the S&P Retail etf XRT), here on Walmart, and here on Amazon’s effects on Department and apparel stores, oh and here). …
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