05 May FAAMG Earnings Takeaways
The five FAAMG big tech companies released results this week. All five saw tremendous growth from a year ago. Here are the highlights....
Author: Jeremy Chia
20 Apr Quick Thoughts on Coinbase
Coinbase began trading on the 14th of April. Here are my list of reasons for and against investing in the crypto exchange....
01 Apr Cheap SaaS Stocks and Other Factors to Consider
Valuations of SaaS stocks have fallen to more palatable levels in the past few weeks. Here are the cheapest SaaS stocks and other factors to consider....
17 Mar What Should Big Tech Do With All Their Cash?
This week, The Information reported that Chinese tech conglomerate, Tencent Holdings Ltd (HKG: 0700), has made a killing from its investment portfolio. In 2020 alone, the tech giant made US$120 billion in unrealised gains from its minority stakes in about 100 publicly listed companies. That’s around six times as much as Tencent’s own...
09 Mar Management Insights From The Earnings Season So Far
A company’s earnings conference call can be extremely informative. Not only does it provide information on how a company has done in the last quarter, but management also gives investors a glimpse into the early trends shaping the company’s future. With many companies having reported their...
16 Feb How Netflix is Capitalising On Operating Leverage
Netflix Inc (NASDAQ: NFLX) is ushering in a new era in its business. The streaming video giant delighted investors in January when it announced in its 2020 fourth-quarter earnings update that after years of burning cash, it is finally close to being self-sustainable Subscription video on demand (SVOD)...
29 Dec Shopify, Amazon, Costco or Alibaba? A Price-to-sales Analysis
Investors often use the price-to-sales multiple to value a company. This makes sense as sales is a proxy for how much cash the company can generate for its shareholders (there’s no way to generate cash without sales). It is also more useful than price-to-earnings when...
09 Dec Is It Too Late to Buy Moderna and BioNTech Shares?
A few weeks ago, the world rejoiced to the news that two COVID-19 vaccine trials produced extremely encouraging results. Pharmaceutical giant Pfizer Inc (NYSE: PFE) and BioNtech (NASDAQ: BNTX) announced that their trial COVID-19 vaccine was 95% effective. In its phase III trial, out of the 170 confirmed cases of COVID-19...
17 Nov Is Zoom Video Communications Overvalued?
Zoom Video Communications Inc (NASDAQ: ZM) has been on a roll this year. The video conferencing software provider has been one of the main benefactors of the COVID-19 pandemic. In the quarter ended 30 April 2020, Zoom’s revenue increased by a mind-boggling 169% from the corresponding period a year...
21 Oct Tesla is Making Virtually All Its Profits From Selling Credits. How? And Can it Last?
Tesla made US$1 billion from selling regulatory ZEV credits in the past 12 months. Can it continue and what will happen when it dries up?...
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