Amazon: No Longer A Growth Stock
by The Asian Investor
Contributor since 2021 / 17223 Followers
Contributor since 2021 / 17223 Followers
2 years ago
Summary: Amazon.com, Inc. beat on the topline for its Q4 2022 but missed on earnings.
Month: February 2023
Intel: No Thank You At $30 – Hell Yes At $15
by Victor Dergunov
Contributor since 2017 / 39695 Followers
Contributor since 2017 / 39695 Followers
2 years ago
Summary: Intel’s recent earnings illustrate further deterioration in its businesses. Intel has lost its edge
Tesla: Pricing Power At A Fair Value
by Alpha Investment Research
Contributor since 2018 / 335 Followers
Contributor since 2018 / 335 Followers
2 years ago
Summary: The current Tesla, Inc. share price is trading near the intrinsic value of the
Pfizer: The Covid Reset Makes Sense
by Juxtaposed Ideas
Contributor since 2022 / 5065 Followers
Contributor since 2022 / 5065 Followers
2 years ago
Summary: Since the Cominarty vaccine is now arguably relegated to something similar to the seasonal
Dump Meta Platforms While You Can (Rating Downgrade)
by Paul Franke
Contributor since 2013 / 19280 Followers
Contributor since 2013 / 19280 Followers
2 years ago
Summary: Meta’s cost-cutting and large share buyback are one-time fixes, not to be repeated. Management
Google Earnings Highlights: Cloud Appears Set For Success
by Daniel Giron
Contributor since 2022 / 321 Followers
Contributor since 2022 / 321 Followers
2 years ago
Summary: Google Cloud is experiencing strong momentum, with 32% growth year-on-year. YouTube Shorts growth to
Lucid: The Upmarket Bet Is Increasingly Crowded
by Juxtaposed Ideas
Contributor since 2022 / 5067 Followers
Contributor since 2022 / 5067 Followers
2 years ago
Summary: LCID’s bet on the upmarket segment may not work in its favor, especially with
Amazon Q4 Earnings: AWS Is Feeling The Pain
by Stocks and Savings
Contributor since 2022 / 1879 Followers
Contributor since 2022 / 1879 Followers
2 years ago
Summary: Amazon had a year to forget in 2022, with shares tumbling 40% as the
Google: Mixed Q4 Results Represent The Start Of Changes
by Librarian Capital
Contributor since 2019 / 7831 Followers
Contributor since 2019 / 7831 Followers
2 years ago
Summary: Google/Alphabet Q4 2022 results were mixed, as indicated by the volatile share price, but
Exxon Mobil Can Continue And Should Accelerate
by Long Player
Contributor since 2015 / 17652 Followers
Contributor since 2015 / 17652 Followers
2 years ago
Summary: The bear case for Exxon Mobil Corporation is based upon projections that in the