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Saturday, January 28, 2023 by Mr Schmid|Comment closed
within category ASML Holding NV,ASML,Semiconductors,3nm,2nm,Wafer,Canon,Nikon,TSMC,Nvidia,Samsung,Intel,China,US,EU,Apple
ASML is the leading company worldwide for owning the technology and making the wafers to produce silicon chips. If there are any competitors, we would consider Canon and Nikon as possible pacemakers too. ASML controls about 62% of the market volume, and its chipmakers, such as TSMC, Nvidia, Samsung…
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Saturday, January 28, 2023 by Mr Schmid|Comment closed
within category Intel Corp,INTC,Semiconductors
Intel has disappointed recently on the back of a difficult market environment and the internal turnaround engaged by its CEO Pat Gelsinger. INTC is making some progress in manufacturing and the product portfolio, but it remains unlucky with unlocking new value through the launch of more efficient p…
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Saturday, January 28, 2023 by Mr Schmid|Comment closed
within category AMD,Advanced Micro Devices,INTC,MU,Semiconductors
INTC, MU, and AMD, amongst others, are exposed to the downturn in the semiconductor industry. This occurred after a difficult 2020 and 2021 where spare capacities were a highly rare item and where the semiconductor industry was requested to expand business capacities to low-end quality processors t…
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Saturday, January 28, 2023 by Mr Schmid|Comment closed
within category Microsoft,MSFT,Software & Services,Consumer spending
Microsoft has a number of revenue streams—Azure, Windows OEM licenses for PCs and servers, Office 365 licenses, and Power Bi—amongst other items that are more consumer-focused. Given that consumers and corporations are expected to take advantage of bundling options, MSFT revenue streams are expecte…
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Saturday, January 28, 2023 by Mr Schmid|Comment closed
within category Oracle,ORCL,Datamanagement,Datacenter,Healthcare services,Cerner,Technology Disruption
Oracle is by definition a database company and is now expanding its services and the related infrastructure to the cloud. For this purpose, it is expanding on two lines, i.e., infrastructure and client segments. The move into the healthcare sector, which definitely needs to be restructured in terms…
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Saturday, January 28, 2023 by Mr Schmid|Comment closed
within category Adobe Systems,ADBE,Software & IT Services,Pricing Power
The Figma acquisition has gone off the table; hence the valuation has derated too on an EV/FCF basis. Yet, its underlying business is solid, and the company has a relatively tight grip on its customer base which has little to no alternatives. The company has therefore some pricing power, and given …
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Saturday, January 28, 2023 by Mr Schmid|Comment closed
within category Software & IT Services,Workday,WDAY,Capex,HR Services
The cloud-based HR and financial system provider is relatively attractively priced. The company has a backlog to deal with, but its revenues are broad based and recurring. A tight capex and opex will help the company navigate the expected turbulences in 2023.
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Saturday, January 28, 2023 by Mr Schmid|Comment closed
within category Palo Alto Networks,PANW,Internet Security,Cybersecurity
PANW is a leader in the sector of cybersecurity services. Given the ongoing threats and high fragmentation of the market, PANW is able to expand market share by new and complementary offerings. The EV/FCF valuation of the company is highly attractive.
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Saturday, January 28, 2023 by Mr Schmid|Comment closed
within category Nutanix,NTNX,Software & IT Services,Hybrid cloud,Cloud-based-operations
Nutanix is a new entry into our investment universe. NTNX provides software solutions to manage hybrid cloud and multi-cloud environments. In the last few years, the company has evolved from a pure on-demand infrastructure company to a software company offering hybrid cloud services with recurring …
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Saturday, January 21, 2023 by Mr Schmid|Comment closed
within category Netflix,NFLX,Online Services
Customer subscription increased during the last operating quarter for the first time in one year. The share price gained more than 8 % during the session of last Friday.
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Saturday, January 21, 2023 by Mr Schmid|Comment closed
within category Facebook,FB,FB,Software & IT Services
Meta Platforms, Inc. may potentially deploy e-wallet systems, utility/deliveries, gaming, and other e-commerce opportunities via WhatsApp. If so, this might lead to a revenue opportunity of over USD 22 billion from its key market such India, Brazil, and the US. While the FinTech market is still nas…
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Saturday, January 21, 2023 by Mr Schmid|Comment closed
within category CVS Health Corp,CVS,Telemedicin,Food & Drug Retailing,Teladoc Health,TDOC
Teladoc (TDOC) has infamously recorded an immense asset impairment worth $9.63B over the LTM, likely attributed to the overly expensive Livongo acquisition worth $18.5B. With players such CVS embarking on aggressive M&A activities into the virtual and primary healthcare market, the risks skewed to …
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Saturday, January 21, 2023 by Mr Schmid|Comment closed
within category PayPal Holdings Inc,PYPL,E-commerce,Contactlesss Payments,Paypal,Payment solutions,Software & IT Services
On the back of the crypto winter, PayPal's stock has taken a beating in the last year. We strongly believe that the market has over-punished the share price. PayPal is a secular growth stock in the segment of e-commerce and e-payments. The main business of PayPal is highly profitable and growing fa…
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Wednesday, January 18, 2023 by Mr Schmid|Comment closed
within category Equity investments,Investment opportunities 2023,Early cyclicals,Semiconductors
The information technology sector has been in the doldrums for six consecutive quarters, and the question of when it will return to positive territory is warranted. While we agree that valuations may have been exaggerated for certain moments in the past, we continue to argue that growth-based inves…
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Wednesday, January 18, 2023 by Mr Schmid|Comment closed
within category Workday,WDAY,Software,Investment opportunities 2023
Workday is a defensive cyclical growth stock. The company has an excellent track record for execution, sizing the right market opportunities, and the current valuation is attractive given the still inflationary environment.
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Wednesday, January 18, 2023 by Mr Schmid|Comment closed
within category PureStorage,PSTG,IT Services & Consulting,Investment opportunities 2023,SSD,HDD
PureStorage is a leader in all flash arrays! The company benefits from the continued demand for higher data storage capacities and the switch from traditional HDD to faster hybrid SSD and all flash arrays.
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Wednesday, January 18, 2023 by Mr Schmid|Comment closed
within category ON,Semiconductors,Investment opportunities 2023
While in the immediate timeframe, on the back of cycle concerns and limited instant EPS pick-up, the risk/reward of the company is skewed negatively. On balance, however, the management is lean and the team has proven solid executions. The upside potential in the segment of energy transition, robot…
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Wednesday, January 18, 2023 by Mr Schmid|Comment closed
within category Palo Alto,PANW,Online Services,Investment opportunities 2023
Palo Alto Networks should be considered as a secular market share gainer in the field of cybersecurity. Cybersecurity is now one of the most critical and most defensive industries within the technology sector. The Company’s organic growth is based on cloud-based security solutions. The latter is be…
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Wednesday, January 18, 2023 by Mr Schmid|Comment closed
within category Super Micro,SMCI,Semiconductors,Investment opportunities 2023,Big Data,Cloud
Super Micro is offering SuperStorage, SuperServers, advanced cloud, and Big Data solutions. With a strong network of semiconductor manufacturing relationships, SMCI is becoming a global tech leader that offers diverse systems, designing the newest tech innovations to optimize products. In addition …
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Wednesday, January 18, 2023 by Mr Schmid|Comment closed
within category TSM,Taiwan Semi,Semiconductors,Unvalued
Taiwan Semiconductor is a chip stock that managed to withstand the substantial drawdowns that hurt other tech stocks in 2022. It is the world's largest chip maker, having manufactured more than 12,300 products that include smartphones, automotive, and digital consumer electronics. Although the semi…
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