Peak Earnings In Analog Devices?
After substantial growth in its biggest sector, industrial markets the company might face some near-term cooling off, especially in the consumer sector. We’re also not convinced margins can be stretched […]
After substantial growth in its biggest sector, industrial markets the company might face some near-term cooling off, especially in the consumer sector. We’re also not convinced margins can be stretched […]
It looks like a combination of industry growth, new clients and up-sell opportunities to existing clients and new functionality will keep growth going for quite a while. Add to that […]
It is possible that, in the absence of rising inflation, interest rates remain extremely low for much longer. This has several important consequences for asset prices and the dollar, for […]
Normally we’re not very keen on M&A, given their track record. However, Workday would offer several substantial benefits for Microsoft, more especially its efforts to spearhead its cloud platform Azure. […]
Shareholders of the acquiring firm were unusually jubilant, suggesting they see enormous benefits of Marvell’s acquisition of Cavium. Benefits on top of an already substantial premium Marvell is paying for […]
We believe the company is in the midst of a super-cycle, fueled by a secular increase in the demand for memory and compute from many more sources. That growth is […]
After the enactment of US tax cuts supposedly comes infrastructure spending. As experiences go, the latter is likely to be a bigger booster for economic growth. While the US economy […]
This SaaS fleet tracking company had a rough 2017, but it is emerging renewed and firing out of all cylinders. Revenues, ARPUs and margins are all growing and we don’t […]
Cypress is executing well on its transformation towards higher growing markets in the IoT sector and more sophisticated solutions. They also have more temporary tailwinds in the form of increasing […]
Cypress is executing well on its transformation towards higher growing markets in the IoT sector and more sophisticated solutions. They also have more temporary tailwinds in the form of increasing […]