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New Model Portfolio

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

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Cypress 3.0 Still On Track

June 27th, 2017 · No Comments

  • Cypress Semiconductor is in the midst of a corporate transformation that was fueled by two acquisitions.
  • While the company is still digesting these acquisitions, the indications are that the transformation is well underway and delivering solid returns.
  • Now that the boardroom fight is out of the way, investors can concentrate on these developments.
  • One should also take notice of a 3.3% dividend yield, not all that common for a small tech company.

Source: Cypress 3.0 Still On Track – Cypress Semiconductor Corporation (NASDAQ:CY) | Seeking Alpha

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What’s Behind Declining Economic Dynamism?

June 26th, 2017 · No Comments

  • Several measures like new company formation show a worrying decline in US economic dynamism.
  • Demographics and changes in retail and house ownership explain part of this.
  • Regulation and increasing economic concentration are also to blame.

Source: What’s Behind Declining Economic Dynamism? | Seeking Alpha

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Tesla May Have Taken Wrong Turn On Lidar

June 23rd, 2017 · No Comments

  • A lidar is a light-emitting radar which provides a 3D image of a car’s environment, necessary for autonomous vehicles (AV), but lidars are costly.
  • Tesla, alone among car manufacturers, is dispensing with a lidar on its road to AVs.
  • This forces much higher data generation, collection and computation on Tesla in order to improve the algorithms producing a 3D picture from other sensors.
  • While that might be a viable road, recent improvements and dramatic cost reductions of lidars could force Tesla to a costly technological U-turn.

Source: Tesla May Have Taken Wrong Turn On Lidar – Tesla Motors (NASDAQ:TSLA) | Seeking Alpha

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Is There A Shortcut For Tesla On The Road To Autonomous Vehicles? – Tesla Motors (NASDAQ:TSLA) | Seeking Alpha

June 22nd, 2017 · No Comments

  • Tesla is taking a different route towards full autonomous vehicles compared to other car manufacturers in dispensing with the lidar.
  • This requires the company to generate much more data in order to improve the algorithms required for other sensors to build a 3D model of the environment without a lidar.
  • Some argue this data can only be generated by a host of cars actually driving autonomously, but perhaps there is something of a shortcut.
  • Given the rapid price declines of lidars, we think such a shortcut  is pretty important for Tesla.

Source: Is There A Shortcut For Tesla On The Road To Autonomous Vehicles?

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The Wrong Kind of Entrepreneurs Flourish in America – Bloomberg

June 22nd, 2017 · No Comments

Because it’s just a transfer from one person to another, rent doesn’t necessarily make an economy less efficient — it’s just often unfair. But Robert Litan and Ian Hathaway, writing in Harvard Business Review, have a more dire hypothesis. They surmised that many American entrepreneurs are no longer looking for ways to produce more useful stuff, and are instead looking for new techniques for extracting money from each other and from the government. In other words, crony capitalism may be slowly cannibalizin

Source: The Wrong Kind of Entrepreneurs Flourish in America – Bloomberg

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Buffett Is Right, The U.S. Pays A Huge Economic Price For Its Wasteful Healthcare

June 21st, 2017 · No Comments

  • The US healthcare system is rife with inefficiencies; as a consequence, it’s much more expensive compared to other advanced nations.
  • This would be tolerable if it produced better health outcomes as these other nations, but it doesn’t.
  • These high healthcare costs put America at a competitive disadvantage.
  • The proposed healthcare law does nothing to address the problems.
  • Editor award article

Source: Buffett Is Right, The U.S. Pays A Huge Economic Price For Its Wasteful Healthcare | Seeking Alpha

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Deregulation Rallies Bank Stocks, But Be Aware Of The Risks

June 19th, 2017 · No Comments

  • Bank shares rally predictably on the prospect of financial deregulation. They did so twice in the past 6 months already.
  • However, financial deregulation is very risky as the cost of financial crises are much larger than those of garden variety recessions.
  • Reducing the risk of future financial crisis should therefore be the main driver of financial regulation.
  • The main driver of the Government proposals are to spur bank lending, while there is little evidence regulation holds that down in significant amounts.
  • This therefore seems a business friendly proposal, rather than a market friendly proposal, an important difference.

Source: Deregulation Rallies Bank Stocks, But Be Aware Of The Risks | Seeking Alpha

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Finisar’s Big Value Gap To Lumentum Is Going To Close

June 17th, 2017 · No Comments

  • Finisar, the biggest optical networking company, trades at a huge discount compared to number two Lumentum.
  • We don’t see reasons for that in terms of margins, growth, profitability or balance sheet.
  • And now the last reason for the value gap, Lumentum’s upcoming boom in VSCELs is also matched by Finisar.
  • We think the value gap will close significantly starting today and Finisar will be able to rejoice.

Source: Finisar’s Big Value Gap To Lumentum Is Going To Close

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Waymo Is Likely To Develop As The Go-To Autonomous Vehicle Partner

June 16th, 2017 · No Comments

  • Car manufacturers and other companies are racing towards developing autonomous vehicles.
  • As a player with little mass manufacturing capabilities itself, Waymo, Google’s AV company, needs to partner with those that have.
  • Car manufacturers are likely to be willing partners, some could recognize they do not have the relevant capabilities in-house, others might fear they will be late to the party.
  • There isn’t any other obvious partner with such all-around capabilities in AV, even if there are those with partial ones like Intel, Nvidia, etc.
  • So Waymo looks likely to grab a significant slice of the AV value chain as car manufacturers struggle to develop these in-house.

Source: Waymo Is Likely To Develop As The Go-To Autonomous Vehicle Partner

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Waymo Vs. Tesla, The Race To The Autonomous Car

June 15th, 2017 · No Comments

  • While existing car manufacturers are pouring resources into the development of fully autonomous cars, they lack some of the crucial capabilities required.
  • As such, they risk being upstaged by newcomers who are forcing them to either acquire, partner, or develop these capabilities.
  • Here, we look at two of these newcomers who seem to be at the top of the race to develop the fully autonomous car, Tesla and Waymo.
  • In comparing the two, Tesla looks to be more like Apple, keeping the tech for itself, while Waymo
  • In comparing the two, Tesla looks to be more like Apple, keeping the tech for itself, while Waymo is more like Android, willing to license its tech.
  • And, while a case can be made for arguing Tesla is ahead right now, that strategy difference makes things pretty interesting. Both are likely to be successful.

Source: Waymo Vs. Tesla, The Race To The Autonomous Car

→ No CommentsTags: Autonomous Vehicles · GOOG · TSLA