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My efforts to find great companies is primarily based on analyzing the fundamentals of each company. It is almost impossible for the average investor to directly understand the effectiveness of a company’s IT spending. Luckily, we don’t have to because that effectiveness should result in growing revenue and growing profitability (which we can directly monitor). As […]

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Continue reading about Why Do the Biggest Companies Such As $AMZN and $GOOGL Keep Getting Bigger? It’s How They Spend on Tech!

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The world’s largest tech companies further their advantage by building out extensive, global networks to deliver online services to businesses and consumers. This has never been an inexpensive endeavor, but the need for further sophistication and computing power has the bills growing larger each year and there are no signs of a slowdown on the horizon. Take, […]

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Continue reading about Cloud Bills Will Get Loftier for Amazon ($AMZN) Microsoft ($MSFT) and Google ($GOOGL)

Sean O'Shaughnessey on February 11th, 2018
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  Nvidia may have only high-quality problems these days, but it still needs to solve them. One problem the chip maker has is that it seems to be selling all the chips it can make. Nvidia’s graphics processors, also called GPUs, are in hot demand by everyone from giant tech companies building data centers to […]

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Continue reading about Cryptic Road Ahead for Nvidia ($NVDA)

Sean O'Shaughnessey on December 29th, 2017
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What a great year 2017 was for investors. No matter what your risk appetite nor your investing/trading strategy, you almost definitely ended the year with more money in your portfolio than you started with. S&P 500 $SPY +19% Dow Jones $DIA +24% Nasdaq-100 $QQQ +31% Long 20+ Year Treasuries $TLT +6.5% Gold $GLD +13% Emerging […]

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Continue reading about S&P500 ($SPY) gained 19% for the year. Dow Jones ($DIA) was 24%

Sean O'Shaughnessey on December 26th, 2017
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Morgan Stanley analyst James Faucette and his team sent a research note to clients a few days ago suggesting that the real value of bitcoin might be … $0. That’s zero dollars. (Bitcoin stood at around $14,400 at the time of writing.) The paper (titled “Bitcoin decrypted”) did not give a price target for bitcoin. But in […]

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Continue reading about Morgan Stanley on bitcoin: ‘the value would be $0’