Is Amazon Cornering Yet Another Platform?
Amazon seems to be on an inexorable rising path. The main reason for this is that management keeps relentlessly focused on the long-term building technologies and platforms that can be […]
What Will Keep The Rally Going?
The market rally has stalled on diminished outlook for a Trump reflation and a surprising softening in US economic data. It’s understandable, given the length of the rally and the […]
Destiny Media Is Like A Late-Stage Biotech Company, But One With Limited Downside
Destiny Media has a stable core in the form of a profitable product that is growing again, limiting the downside to the stock price. They have another product in development […]
Lumentum Sell-Off… Should You Buy?
The optical network sector has given up a substantial part of its gains in short order. But the pre-release of Applied Optoelectronics should allay some fears. In the second half […]
Cypress Vs. Synaptics: What Company Wins From Apple’s Upcoming iPhones?
Getting a slot in an upcoming blockbuster like the new iPhones can be a big boost to small suppliers like Cypress and Synaptics. We look at the chances for both […]
United Airlines: The Structure Behind The PR Disaster
The United Continental ‘reaccomodation’ of a passenger is a symptom of a deeper structural deficit in the industry. The structure pits passengers against shareholders and the first tend to loose […]
Market Relief: Trump Turns Out To Be A Mainstream Republican
While we still await details and legislative proposals of the big Trump reflation, markets do have something to celebrate from the White House. There is increasing data subscribing the view […]
Battle Of The Apple Suppliers
The upcoming new Apple iPhones look like they could become a blockbuster. While by no means guaranteed, any inclusion, especially a new one of the phones (or all of them) […]
The Well Of Wealth Creation Is Drying Up
A big part of economic progress comes from fundamental advances in science. With the private sector retreating from fundamental research and the public sector facing cutbacks, the well is decreasing. […]
Meet The 3 Brothers That Are Ruining South Africa
South Africa enjoyed a period of solid economic performance in the decade up to the financial crisis. After that, things have deteriorated, and recent revelations have brought to light a […]