Cadence Design Systems Is a Hidden Gem

By Jon Markman | August 7, 2020

As earnings season progresses, investors and analysts are starting to get a true sense of COVID-19 damage. Despite this turbulence, there are always some great buys in the market. One… More ⏵

Advertising

Amazon.com Stealthily Became an Advertising Giant

By Jon Markman | August 5, 2020

Buried in the fine print of its earnings release last week was a revelation that might blow you away. It turns out that Amazon.com (Nasdaq: AMZN, Rated “B”) now spends… More ⏵

ByteDance

Attack on TikTok Undercuts Confidence

By Jon Markman | August 3, 2020

Pro-growth policies are nice, but corporate managers mostly want politicians to stay out of the way. On Saturday, Microsoft (Nasdaq: MSFT, Rated “B+”) and ByteDance, the Chinese parent of TikTok,… More ⏵

Amazon

The Secret to Amazon’s Success

By Jon Markman | July 31, 2020

Amazon.com (Nasdaq: AMZN, Rated “C+”) has invested $270 billion in the United States and employs nearly 1 million Americans. And still the company is under attack in Washington? What’s happening… More ⏵

Amazon

Tech Antitrust Effort Will Destroy Trust, Not Tech

By Jon Markman | July 29, 2020

“We’re from Washington, and we are here to help.” A throwaway line from a bygone political era … but it still rings true and is still just as dangerous. The… More ⏵

Advanced Micro Devices

Why Microsoft Has Flourished While Intel Has Failed

By Jon Markman | July 27, 2020

In the 1990s, Wintel, the partnership between Microsoft’s (Nasdaq: MSFT, Rated “B+”) Windows and Intel (Nasdaq: INTC, Rated “B”) that created the x86 chips, was unstoppable. The two tech giants… More ⏵

Azure

Microsoft Crushes Q2 Earnings

By Jon Markman | July 24, 2020

After reporting its quarterly earnings earlier this week, it should be clear for all to see that Microsoft (Nasdaq: MSFT, Rated “B+”) was a huge winner in the pandemic. Numbers… More ⏵

Amazon

Dell Is at it Again

By Jon Markman | July 22, 2020

There is a rubric for becoming rich. It’s tried and true, yet most small investors ignore the basic principles. Michael Dell has created billions for investors and himself. Now, he’s… More ⏵

Alex Karp

Palantir IPO Looks Like an Intelligent Opportunity

By Jon Markman | July 20, 2020

Investors shouldn’t pay too much attention to politics. It clouds their judgement. That said, something big is happening — a new political talking point is making the rounds on both… More ⏵

Alphabet

Google Continues to Find Success

By Jon Markman | July 17, 2020

While Google’s (Nasdaq: GOOGL, Rated “B”) Google Cloud is a distant third in the race to grab large enterprise clients, we are finally beginning to see the outline of its… More ⏵

Amazon

Why Billionaires Are Winners

By Jon Markman | July 15, 2020

It’s time to tell the truth: Billionaires are not like the rest of us. To their credit, they think and act differently. Source: Daily Express Elon Musk saw his… More ⏵

See More Articles ⏵