Summary Oracle is announcing earnings this afternoon, March 19. The article tries to cover all the key figures the market will be looking at for clues regarding the company and stock's future. Personally, I'm not excited by ORCL as there is not enough margin of safety, risk and industry headwinds. Oracle (ORCL) offers products and services for corporate … [Read more...]
This Magic Formula Stock is Up 15%+ Pre-Open!
I'm a fan of using screens to scan the universe for opportunities. One very popular screen is Joel Greenblatt's 'Magic Formula' which he talks about in his best selling book "The Little Book that Beats the Market". Express Scripts (ESRX) is one of the stocks given by the screen and is up more than 15% before the market opens today. This is because it was just announced that … [Read more...]
How to buy Spotify and Dropbox pre-IPO
Both Spotify and Dropbox are well-known brands not only among the investment community but in general. I literally do not know 1 person (besides my non-tech wife) that doesn't use either product or both. This name recognition is likely to attract a lot of attention when these companies go public. IPOs are expected this month. GSV Capital invests in private companies. … [Read more...]
ValueX Presentation: Discovery Communications
In January, I had the honor to be invited to Guy Spier's ValueX. The event took place in the village of Klosters (Davos region) in Switzerland. I had not seen so much snow since my college days at Illinois. People skied or took group walks during the day while the presentations started at 3 pm and went on until late in the evening. The event had many similarities to the … [Read more...]
Why the iPhone 8 Plus at $799 is cheap
Yes, the new iPhone 8 Plus is a bargain. And if you see my logic, you will agree too. I'm a proud owner of Apple's new phone from October 2017. My previous phone was the iPhone 5 which I purchased in February 2013. It was a great phone and I would have held it for another year if my wife didn't leave it in the sun on the beach at Protaras. It was in a bag but at over 40 … [Read more...]
