A Dominant CRM Franchise at a Reasonable Price—but Is It the Best Software Investment? Salesforce has spent more than two decades transforming itself from a cloud-based sales application into one…
Investment
21 Articles
Is VST the Best-Priced Way to Invest in America’s Coming Power Shortage? Artificial intelligence may be getting most of the attention, but underneath the AI boom is a much more…
A Rare Combination of Cybersecurity Growth, Profitability, Founder-Led Management—and Disciplined Expansion Cybersecurity may be one of the most durable technology investment themes of the next decade. Businesses are moving more…
What Is Quantitative Easing (QE)? When an economy is weak, central banks usually try to stimulate it by cutting interest rates. But what happens when rates are already near zero…
What Is Quantitative Tightening (QT)? Imagine a central bank’s balance sheet as a giant reservoir of liquidity. During a crisis, the central bank may flood the financial system with money…
The Government is doing Quantitative Easing(QE) instead of Quantitative Tightening(QT)? Why? They are basically stuck between hard and rock places – Run-away Inflation or Government Bankruptcy? 1. What Is the…
Adam Smith is often called the Father of Economics, but that title alone does not fully capture his importance. He was not merely an economist who wrote about money, trade,…
There is no single PE ratio [Price-to-Earnings ratio] that automatically means bullish or bearish, but investors use ranges as a rough valuation signal. For SPY [SPDR S&P 500 ETF Trust],…
If you have $3 million and want to trade Options, Tom Sosnoff would probably not say, “Sell puts and covered calls on QQQ and collect income.” He would likely say:…
The Rule of 40 is a simple financial benchmark used mostly for Software as a Service [SaaS] and technology companies. It says: Revenue Growth Rate + Profit Margin should be…