The Twilio communications platform enables clients to get a hold on the proliferating communication channels with customers. Even with some temporary setbacks, the company is growing nicely. But it’s unclear […]
5G is going to provide a quantum leap in connectivity, enabling a host of new sectors to finally reach their potential, like the IoT, remote machine operating, remote AR/VR, etc. […]
According to many experienced commentators, the decades-long bond rally is coming to an end, or has already done so. Normally, a bond selloff would be bad for stocks, but there […]
The shares of Kemet have been on a tear, but the last couple of months have seen a good deal of profit taking. That is understandable, given the run-up, but […]
The CEO has been buying shares in his own company for quite some time. Last week, the shares went vertical for no apparent reason. Something is up, but there is […]
Skyline is buying a much bigger, private competitor Champion Housing, and its shares rallied 50% on the news. Economically the deal makes sense, financially the info is very thin, so […]
Xperi is hobbled by a host of issues which are mostly temporary, like revenue recognition, delays, litigation cost, acquisition cost, and the impact of a new accounting standard. Given its […]
The world economy is booming, which is good for corporate earnings. Equity valuations should be able to handle a modicum of higher interest rates. But capacity constraints and labor shortages […]
Amazon is dominating online shopping search and enjoys a high conversion rate. That domination provides it with a lot of leverage versus the competition. However, this picture isn’t complete; in […]
The company is benefiting from strong tailwinds which are likely to endure for years. Apart from the tailwinds, the company is also increasing its competitive position, winning customers from the […]