Articles

Alibaba: Trade War Fears Overblown…

Shares of Alibaba have dipped together with most of the tech space after trade war talk has intensified. Trump mentioned a plan to ban Chinese investments in some sectors in the United States and restrict exports of tech to China. I discuss why I think fears related to these factors…

Alibaba: Trade War Fears Overblown…
Under Armour: Relative Valuation And Doubts

Under Armour: Relative Valuation And Doubts

Shares of Under Armour have experienced a strong rally in the past few months. While the improvements in demand are clear, the issues with excess inventories, FCF and margins are even more evident. The market is already betting on UAA aggressively, again. Shares of Under Armour (UAA) posted a nice…

Yum! Brands Is Still A Good Long-Term Pick

Yum! Brands has been a great growth story in the past decade. Digital and delivery are two big themes for Yum! as well as for the other main restaurant players. Yum! remains a good long-term pick. Strategic Shift Yum! Brands (YUM) has been a great growth story in the past…

Yum! Brands Is Still A Good Long-Term Pick
JD.com And Google – A Perfect Friendship

JD.com And Google – A Perfect Friendship

Google is buying a $550 million stake in JD as part of a strategic partnership. This partnership will benefit both companies, but I see JD as a big winner. The move should help the Chinese giant's international growth and margin expansion. JD Will Benefit From Google’s Appetite for e-commerce As…

Domino’s Pizza: The Room For Positive Surprises Appears Limited

Shares of Domino's skyrocketed after I published my moderately bullish article in April. Earnings multiples are not far from the all-time highs. The market is already betting aggressively on improving efficiency and international growth. Context - Domino’s Outstanding Growth and Solid Prospects Domino’s Pizza (NYSE:DPZ) has been a wonderful growth…

Domino’s Pizza: The Room For Positive Surprises Appears Limited
PayPal – An Analysis After The William Blair Growth Conference

PayPal – An Analysis After The William Blair Growth Conference

PayPal presented at 2018 edition of William Blair Growth Conference. The management shared some thoughts on the company's future prospects, confirming the solid guidance issued previously. There is no room for big surprises if we look at the guidance, but growth prospects remain solid. PayPal (PYPL) has recently presented at…

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