The big news of the day yesterday was that Netflix lost 800,000 subscribers since their announcement of pricing changes this summer. Stock price since the announcement (courtesy of Yahoo! Finance): That announcement marked the exact top of their stock price at $304. Since then the stock has done nothing but plummet including the massive sell-off [...]
In my last few posts on Intel, Microsoft, and their competitors, I promised to share my valuation of each of them. But first, I can’t stress enough the importance of considering disruptive technologies, especially when valuing technology investments. As an investor, understanding risk is more important than focusing on potential returns. It is too easy [...]
As you know, I’ve been spending the last week or so researching technology titans such as Intel and Microsoft. Microsoft appears especially undervalued. But the fears that investors have about their future (which is reflected in the low stock price) as Windows and Office could become less relevant in an increasingly mobile world are not [...]
In my last post, I introduced Intel and the markets they are in and are trying to get into. In this post I want to provide a brief intro to others in the semiconductor industry that are (but not necessarily) competitors. Here are 4 that I will provide a brief intro to today: 1) Nvidia [...]
As I mentioned in my last post, Intel and Microsoft are two companies I am currently looking at it because they appear to be selling at very low prices. This first post in a series will be on Intel, I will get into their competitors and Microsoft as I go through my analysis. Company Overview [...]
The traditional way of thinking about markets and asset classes is to start with the notion that risk is proportional to return. That is, low risk assets produce a low return and high risk assets will provide a higher return. This is true over very long periods of time. This is also true at the [...]
