Security Analysis
Let’s take a closer look at two prominent players in the athletic apparel and footwear industry: Nike and Lululemon. These brands have garnered widespread acclaim and loyalty from athletes, fitness enthusiasts, and fashion-forward individuals worldwide. Let’s see how their business compare with each other.
Williams-Sonoma (NYSE: WSM) is a premium retail company that specializes in selling high-end home furniture, kitchen appliances, and cookware. Solid year-over year growth driven by performance in both retail and e-commerce. Stock has seen significant price drop since 2021, so is it a good value proposition?
NVIDIA, a company synonymous with GPUs, invented them in 1999 that defined modern computer graphics. Let’s take a look at it’s business and value its worth!!
Here is a deep dive on my understanding of Alibaba. It’s various operating segments, fundamentals, performance and returns; followed by valuation of the company based on the Discounted Cash Flow (DCF) model. Alibaba is the world’s largest online and mobile commerce company as measured by gross merchandise volume (GMV) ($1.24 trillion for China and overseas…
Here is a deep dive on my understanding of Alphabet’s various operating segments, fundamentals, performance, returns followed by a valuation of the company based on the DCF model. Alphabet has many businesses — the largest of which, of course, is Google. Google’s core products and platforms including Android, Chrome, Gmail, Google Maps, Google Play, Search,…
Meta Platforms builds technology that helps people connect, find communities, and grow businesses. Their products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, wearables, and in-home devices. Meta is movingbeyond 2D screens toward immersive experiences like augmented and virtual reality to help build the…
Oracle provides products and services that address enterprise information technology (IT) environments. IT deployment models include on-premise deployments, cloud-based deployments, and hybrid deployments. Business Segments Highlights Cloud and license business 84% of revenues and ~70% gross margin. This segment includes cloud SaaS, PaaS and IaaS. License support revenues, which is our largest revenues stream. Hardware…