Finding The Edge
Try to check headlines in some of investing media (blog or youtube channel). You will find articles like: “Why Nvidia rise 10% today” or “S&P500 down 5% due to job report.”. Or try to read conversations in the community like Reddit, ” Panasonic is battery stock due to its status as Tesla supplier.” We tell you, this is not fundamental analysis.
Continue reading “Fundamental Analysis: Why Does It Go So Wrong?”
In the Fiscal Year 2020, Nvidia’s “AI business” resumed its astronomic growth, revenue from the data-center segment spiked more than double (124%) from the previous period (from ~3B to 6.6 B). In our Nvidia earning analysis, we try to understand what is behind that impressive leap.
Continue reading “Nvidia Earning Analysis: From Chip to System”
Regarding its rising number of subscribers, Disney said that its streaming business does very well, even topping all the most optimistic estimations. In this analysis of the Disney Income Statement, we try to neutralize that euphoria.
Continue reading “Analysis of Disney Income Statement: Inside the Magic”