Stock Buybacks As Economic Stimulus
One of the criticisms of the recent tax cut is that most of the corporate tax cuts are likely to go to share buybacks. Rather than trying to deny that, […]
If We Had To Buy One Stock Right Now, It Would Be Baozun
The company produced excellent Q4 results that took the market by surprise. But even after a substantial rally, the shares are still very reasonably priced. The company has a substantial […]
Facebook Cannot Be Trusted Again
While it recently filled headlines, nothing about the Facebook and Cambridge Analytica scandal is actually new. There are likely many more Cambridge Analytica, as it was very easy to get […]
Risks Are Increasing
Market risks are increasing with a more assertive President, less constrained by mainstream advisers repositioning into a more populist and neo-conservative direction. The more immediate worry are the chances of […]
Veeva Should Be Spared Any Trade Troubles, But Its Shares Are Fully Valued
The company is likely to be able to grow at 20% a year for the foreseeable future, as it is facing multiple expansion paths. The company generates really significant amounts […]
Etsy Is On A Solid Growth Path
Internet platforms are potentially very lucrative business models if one can get some first-mover advantage and scale up sufficiently. Etsy, after a few wobbles, seems to have achieved that, and […]
Inseego Is Making Solid Progress, Now For The Next Act
The company is in Act 1 of its turnaround plan and we can say, so far, so good as the company even turned in a small operating profit already. For […]
Is A New Financial Crisis Brewing?
Everything seems to be going well in the world economy at the moment, provided we can avoid a trade war. However, given the long expansion, a lot of leverage has […]
The U.S. Scores An Own Goal
Stock markets around the world took it on the chin after news emerged of US proposed tariffs on steel and aluminium. Such tariffs would not be a good measure for […]
Cimpress Impresses
Cimpress is managing to extract value for shareholders in what’s normally a fairly low growth business. It does this through an acquisition strategy that buys cheap and extracts value, resulting […]