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New Model Portfolio

September 12th, 2014 · Comments Off on New Model Portfolio

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Ambarella’s Computer Vision Chip Is Up Against Some Stiff Competition

September 22nd, 2017 · No Comments

  • Ambarella, building on its highly regarded video processing chip technology, is embarking on computer vision chip, the CV1.
  • While not exclusive for automotive, management regards automotive as the most promising market.
  • It is up against more established competition though by the likes of Intel and Nvidia.
  • For illustrative purpose, we compare the CV1 with Intel’s solutions.
  • But even if the company achieves limited success in automotive, there are other market opportunities for the CV1.

Source: Ambarella’s Computer Vision Chip Is Up Against Some Stiff Competition – Ambarella (NASDAQ:AMBA) | Seeking Alpha

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Amazon Has Become A Macro Phenomenon

September 22nd, 2017 · No Comments

  • Has Amazon become so big that it is starting to affect how the US economy behaves?
  • The evidence is somewhat mixed, Amazon probably exerts downward pressure on prices, but not on wages.
  • At least, not yet, because we are likely to be close to an inflection point where the automation of the whole logistical trajectory is going to get automated.
  • That will likely have a much more profound effect on employment and wages.

Source: Amazon Has Become A Macro Phenomenon | Seeking Alpha

→ No CommentsTags: AMZN · Economy

‘Ice Age’ Bear Claims He Was Too Optimistic

September 21st, 2017 · No Comments

  • After temporarily suspending his deflationary expectations, perma-bear Albert Edwards is back to his old ways, predicting a deflationary wave for the US economy.
  • The bad news is, if he’s right, the consequences for many US (and overseas) asset prices are substantial, to put it mildly.
  • The good news is, if he’s only half right, it creates a near perfect scenario for US asset prices, and this is what has materialized, at least so far.

Source: ‘Ice Age’ Bear Claims He Was Too Optimistic | Seeking Alpha

→ No CommentsTags: The Markets

And Now For Those Tax Cuts

September 21st, 2017 · No Comments

  • The administration is arguing it’s now focused on tax reform, a major driver of the post-election rally in stocks.
  • It would indeed be beneficial for stocks, but so far we have seen intentions, no concrete proposals let alone bills.
  • And there are significant hurdles to overcome and depending on what’s actually in the bill, its effectiveness could very well disappoint.

Source: And Now For Those Tax Cuts | Seeking Alpha

→ No CommentsTags: The Markets

High Flying Momo Has Entered Some Turbulence

September 17th, 2017 · No Comments

  • The high-flying stock seems to have entered some considerable turbulence.
  • Its main revenue driver looks like topping out, at least for now.
  • But the company is financially healthy and platform economics provide it with lots of potential opportunities.

Source: High Flying Momo Has Entered Some Turbulence – Momo (NASDAQ:MOMO) | Seeking Alpha

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Growth Accelerates At JD

September 14th, 2017 · No Comments

  • The selloff in the shares of JD.com seems like an opportunity to us.
  • The company is still expanding at a fast pace and it generates a lot of free cash flow even if margins are small.
  • There is still ample room for further expansion.

Source: Growth Accelerates At JD – JD.com (NASDAQ:JD) | Seeking Alpha

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Pegasystems Goes Whale Hunting

September 14th, 2017 · No Comments

  • Shares of Pegasystems have pulled away from those of its main competitor in the last 12 months.
  • Most performance metrics struggle to explain this, even if industry experts are raving about its platform.
  • On the other hand, there is no slowdown in growth in Q2, so the little sell-off after the presentation of the figures provides an opportunity if you believe the story.

Source: Pegasystems Goes Whale Hunting – Pegasystems Inc. (NASDAQ:PEGA) | Seeking Alpha

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AI And Robots Do Not Necessarily Lead To Mass Unemployment

September 12th, 2017 · No Comments

  • The US labor market has been buffeted by structural change, mostly caused by automation, leaving many people behind and fueling a populist revolt.
  • With the advent of AI and robotics, the pace of structural change is only likely to accelerate.
  • Rather than retreat into economic nationalism and protectionism, the US could learn from other country experiences.
  • Japan and China are showing that automation doesn’t necessarily have to produce widespread dislocation and can even be embraced.
  • Other countries have¬†¬†labor market institutions that are better equipped to deal with big shocks.

Source: AI And Robots Do Not Necessarily Lead To Mass Unemployment | Seeking Alpha

→ No CommentsTags: AI · Automation

Back To The Trump Reflation Rally?

September 12th, 2017 · No Comments

  • With the departure of Bannon, most of the economic agenda seems to be of a traditional Republican one, which the markets applaud.
  • Indeed, the economic nationalism of the likes of Bannon doesn’t make much sense even in economic terms.
  • However, the economic nationalist agenda has already had a couple of successes under its belt and is informing the president’s instincts, and it could make a comeback.

Source: Back To The Trump Reflation Rally? | Seeking Alpha

→ No CommentsTags: The Markets

Fabrinet Deserves A Higher Multiple

September 11th, 2017 · No Comments

  • A financially sound and cheap contract manufacturer hobbled by disappointing quarterly guidance.
  • We think the sell-of is a little overdone.
  • It seems to us investors are overlooking the share buyback program and the coming considerable reduction in capex.

Source: Fabrinet Deserves A Higher Multiple – Fabrinet (NYSE:FN) | Seeking Alpha

→ No CommentsTags: FN