All That New Technology, Why Doesn’t It Boost Productivity Growth?
It seems that we’re once again in a Solow Paradox world where we see incredible new tech all around us, apart from the productivity statistics. We look at three different […]
Softness In Sogou Offers A Buying Opportunity
Sogou is rightly focusing on building core competencies (AI algorithms, most notably in speech and translation) and leveraging these. It also has a smart strategy for differentiating its search engine. […]
A New, New Normal For The U.S. Economy?
Mohammed El-Erian has declared that the US alone has escaped the “new normal,” a concept he coined in 2009 to predict subdued growth for the post-financial crisis economies. Now that […]
Atlassian Is Priced For Perfection
Atlassian is priced to perfection, but so far that’s what shareholders are getting in terms of execution. The company is relentlessly focused on customer needs, which drive an out-sized R&D […]
Data I/O Is Priced For A Crash That Isn’t In Sight
We are surprised by the renewed selling of the shares of Data I/O. It looks like investors took their cue from a single disappointing data point, backlog, and concluded the […]
Japan’s Massive Return On Public Investment
It’s argued that Japan didn’t get a return of all its deficit spending in the decades after its epic financial bubbles burst. This could not be further from the truth. […]
First Solar Is The One Company To Own In The Solar Space
Don’t be fooled by the bad Q2 results, First Solar, by being very conservative, has built valued stability for itself in an environment that is rather volatile. Another plank of […]
United Microelectronics Has Big Plans
Despite a big earnings beat, the short-term prospects aren’t too exciting as capacity utilization is going to fall back a bit in Q3, and CapEx will ramp up. But we […]
Investors Get Whiplashed At Nevro
With the legal cloud and associated cost at least in part settled, shareholders can focus on the long-term growth perspective of the company. Despite slowing growth, we still think these […]
A Surprising Market Reaction To Netgear’s Arlo Spin-Off Pricing
Netgear is selling roughly $200M or 11M+ shares in their IP security camera business Arlo. The markets were disappointed and sold off substantially. Since Netgear keeps 84% of Arlo after […]