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- Will There Be Room on the Software Cloud for Salesforce.com?
- Kris Tuttle submits: We’re out and about meeting companies and attending some technology conferences in Europe this week. One thing we have heard a few times suggests that Salesforce.com CRM may be looking more like legacy enterprise software than a new SaaS or PaaS platform. To be...
- External links 2008-10-23
- Nvidia's Q2: Initial Notes
- Kris Tuttle submits: One can’t help but notice a major revenue upside ($664M vs. $514M consensus) along with a major inventory reduction. The revenue upside didn’t show up much on the bottom line, which was only ahead of consensus by 2 cents. The call focused beyond...
- External links 2009-05-07
- Who's Nibbling at OpenTable?
- Kris Tuttle submits: Unfortunately for current OpenTable investors, the company is worth about 65% less than it’s currently trading at in the market. This is explained in good part by the fact that you can’t short the stock and there are no options as yet since...
- External links 2009-05-31
- Nvidia's Tug-of-War
- Kris Tuttle submits: Since we published our report on Nvidia NVDA back on January 29th, the shares have vaulted to $12 then sunk back to near $8 and are now sitting in the middle at $10.50. Our intrinsic value (IV) estimate remains $15, which is a level we...
- External links 2009-05-31
- What Nvidia Is Missing
- Kris Tuttle submits: We have digested and published plenty on this name but one major thing is missing: insider stock behavior that is consistent with the rhetoric. Insiders have been big sellers and the most outspoken of them all, the CEO, has been selling millions...
- External links 2009-06-18
- Chinese Real Estate: Getting in on the Next Bubble
- Kris Tuttle submits: Recent inputs regarding investor interest in Shanghai property shows it’s again running very high. There are some key structural reasons this is probably a good time to be considering taking some positions here: The Chinese are now making it easier to buy property....
- External links 2009-06-19
- Chinese Real Estate: Getting In on the Next Bubble
- Kris Tuttle submits: Recent inputs regarding investor interest in Shanghai property shows it’s again running very high. There are some key structural reasons this is probably a good time to be considering taking some positions here: The Chinese are now making it easier to buy property....
- External links 2009-06-21
- Amazon's Zappos Acquisition Makes Good Stategic Sense
- Kris Tuttle submits: The deal to acquire Zappos marks an important strategy shift for Amazon AMZN. Amazon has thrived on selling things that require little human touch beyond user-generated reviews. Products like music, movies, electronics and many hard goods sell this way. Customers essentially buy based on...
- External links 2009-07-23
- Curis' Cancer Therapy Arouses Curiosity
- Kris Tuttle submits: It’s nearly impossible these days not to be personally touched by cancer. The disease has to be on the top of everyone’s list for finding new, more effective treatments. Putting our personal feelings aside for the moment, we also recognize that any company...
- External links 2009-09-06
- Is Google's Mostly Free Ride Overseas Almost Over?
- Kris Tuttle submits: Much has been made of the news that Kai-Fu Lee has left Google GOOG China to start his own venture to capitalize more directly and more personally on the massive opportunity there. Like most Western firms, Google is positioned there and will use...
- External links 2009-09-08
- Starting to Think Differently About Sony
- Kris Tuttle submits: It’s been a long time since we took a serious look at or even thought much about Sony stock (NYSE: SNE - $26.51). We know they have bit of a history as a “value trap” but there is certainly some potential for valuation improvement...
- External links 2009-09-08
- NVIDIA: The More Volatility, the Better
- Kris Tuttle submits: NVIDIA's NVDA stock has been quite a roller coaster this year since we published our original research report on January 29th. (See our February 10 Seeking Alpha article here). At the time we noted that the growth in mobile...
- External links 2009-10-04
- Gold's Shifting Role as an Investment
- Kris Tuttle submits: It took me some time to reach a conclusion on gold because I kept getting stuck on that “where’s the inflation?” thing. Also many of the proponents of gold seem like conspiracy theorists and altogether odd ducks that are tough to take seriously. ...
- External links 2009-10-11
- What Can Microsoft Do to Increase Search Share?
- Kris Tuttle submits: Wednesday we published an updated research snapshot on Microsoft, which is going into a decent product cycle on the OS (finally!) which should be followed by a another with Office 10 and possibly even a Windows Mobile that isn’t an embarrassment. Looking at...
- External links 2009-10-15
- Apple Makes Its Way to an In-House Design Team
- Kris Tuttle submits: Apple AAPL is grabbing some more headlines, having recently hired a few more senior semiconductor executives. It builds on what they have been doing since they acquired PA Semi a while back, and it appears they will go all the way to having their own...
- External links 2009-04-30
- A Look at Broken Versant
- Kris Tuttle submits: Versant VSNT, a very microcap name, has collapsed but has one interesting thing going for it: over $6/share in cash, fairly high levels of profit and a tiny number of shares outstanding. Against all odds these guys exist and have actually put two or three...
- External links 2009-04-24
- Scrutinizing Apollo: The Deeper You Look, The More Problems You See
- Kris Tuttle submits: One couldn’t help but notice the sharp drop in Apollo (APOL - $61) a few days ago in response to a downgrade from Credit Suisse. What’s more intriguing to us is the extreme change of view over a short 3-week period. On April...
- External links 2009-04-23
- MacWorld Step Is Yet Another Positive for Apple
- Kris Tuttle submits: Along with the usual economic fears and estimate reductions, the news that Apple AAPL was stepping back from MacWorld and that Steve Jobs is not presenting this year has analysts and "investors" dropping AAPL hard again. We try not to write about Apple since...
- External links 2008-12-18
- Investor's Notes on Palm's F2Q09 Earnings Call
- Kris Tuttle submits: Stream of consciousness from the Palm PALM call….full transcript is available here. [This GAAP/non-GAAP thing is a huge useless pain for everyone. Takes tons of time and does nothing but obfuscate.] by Kris Tuttle
- External links 2008-12-19
- Intel Aims to Tighten Its Control of the Chip Market
- Kris Tuttle submits: Intel INTC is a tough competitor. Maybe not as ruthless as Microsoft MSFT was but they know many of the same plays. For example recently Intel has taken steps to tell manufacturers that it will not "unbundle" their own 945 graphic chipsets from...
- External links 2008-12-27
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