Competitive advantage through organization
Often overlooked..
Ten tech stocks for the next decade’s technology revolution
Investing in technology stocks is a mixed blessing though..
Amazon fundamentally very sound, but overbought
Amazon posted stellar Q3 results in October and the shares have been on a tear since then. First an interesting take on the company’s situation, then we’ll look at whether […]
The economic analysis of stocks: Airline companies
What moves airline stocks? The energy cost that is required to move the planes, one would say nowadays. Well, that is true, but only to a certain degree..
Why we think oil is close to the top
The froth might continue for a while. Apparently, in the futures market, the natural hedgers have all but disappeared which leaves the place for the speculative buyers. But in the […]
Solar problems?
There is no question that the manically depressed solar sector does suffer from another depressed bout of sell-off. But this time, is there any substance behind it?
The Economic Analysis of Stocks: Sigma Design
In this short analysis, one concept plays a key role, core capabilities. Sigma Design, the stock we’ve been covering is in trouble, and this concept could offer a way out. […]
Elasticity
There is a discussion going on in the media about whether, and if yes to what extent, the current boom in commodities (both soft and hard, that is, raw materials […]
The Economics of Stock Analysis: Sigma Design
This time we dig into some industry dynamics to help explain what’s been going on with Sigma Design. We saw a big runup turning into an almost equally big fall […]
The Economics of Stock Analysis: Solar Stocks
These solar energy stocks, like our present favourite Trina Solar (TSL) are terribly volatile as one look at the graph will testify. What is behind that?