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Fundamental Insights and Ideas

Blog about stock markets, trading, macroeconomic trends, Indian economy, technology, using fundamental and technical analysis. Currency trading, gold, ETF, and investment ideas

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Fundamental Insights and Ideas | financialjoyride.blogspot.com Reviews
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Fundamental Insights and Ideas | financialjoyride.blogspot.com Reviews

https://financialjoyride.blogspot.com

Blog about stock markets, trading, macroeconomic trends, Indian economy, technology, using fundamental and technical analysis. Currency trading, gold, ETF, and investment ideas

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financialjoyride.blogspot.com financialjoyride.blogspot.com
1

Fundamental Insights and Ideas: Dissecting Intel's quarter.

http://financialjoyride.blogspot.com/2008/04/dissecting-intels-quarter.html

Fundamental Insights and Ideas. Stock market and technology enthusiast analyzes the financial markets, economic trends, technology ideas, and tech companies. Understand. Collaborate. Profit. Wednesday, April 16, 2008. The investment thesis in Intel consists predominantly of :. 1 Competitive wide moat 45 nm strategy, and aggressive pursuit of Moore’s law. 2 Low cost differentiator due to economies of scale. 3 Margin expansion due to lower ongoing costs and operating expenses. Here, (helped with the delay ...

2

Fundamental Insights and Ideas: Friday edition: Role of inflation and interest rates in market valuation.

http://financialjoyride.blogspot.com/2009/08/friday-edition-role-of-inflation-and.html

Fundamental Insights and Ideas. Stock market and technology enthusiast analyzes the financial markets, economic trends, technology ideas, and tech companies. Understand. Collaborate. Profit. Friday, August 28, 2009. Friday edition: Role of inflation and interest rates in market valuation. I’ve been thinking of doing or highlighting a thoughtful piece every Friday. So here’s a start! Vitaliy Katsenelson recently came out. To know exactly what I mean.). Though the discount rate used in discounted future ca...

3

Fundamental Insights and Ideas: Contrarian pick: Buy flash memory vendors because of elasticity.

http://financialjoyride.blogspot.com/2008/05/contrarian-pick-buy-flash-memory.html

Fundamental Insights and Ideas. Stock market and technology enthusiast analyzes the financial markets, economic trends, technology ideas, and tech companies. Understand. Collaborate. Profit. Friday, May 9, 2008. Contrarian pick: Buy flash memory vendors because of elasticity. The investment thesis in flash memory vendors consists of the following:. Memory prices are in the dumps. The creation of newer markets due to price erosion. Memory vendors currently trade at rock bottom valuations. As the average s...

4

Fundamental Insights and Ideas: Process: Intel’s competitive advantage.

http://financialjoyride.blogspot.com/2008/03/process-intels-competitive-advantage.html

Fundamental Insights and Ideas. Stock market and technology enthusiast analyzes the financial markets, economic trends, technology ideas, and tech companies. Understand. Collaborate. Profit. Thursday, March 6, 2008. Process: Intel’s competitive advantage. Right now, it may look like Intel is mostly focused on PC /laptop microprocessor chips. That would be a dangerous fallacy. Intel has entered SoC space in a big big way. Their fab prowess would enable them to crank out high volume, high yield, small geom...

5

Fundamental Insights and Ideas: Vix: predicting capital flows and capital budgeting?

http://financialjoyride.blogspot.com/2010/11/vix-predicting-capital-flows-and.html

Fundamental Insights and Ideas. Stock market and technology enthusiast analyzes the financial markets, economic trends, technology ideas, and tech companies. Understand. Collaborate. Profit. Sunday, November 21, 2010. Vix: predicting capital flows and capital budgeting? Came across this article by Ajay Shah. For the Financial Express. Here's an excerpt. This reduced uncertainty will make possible planning, investment, product launches, recruitment, etc. which is the foundation of the recovery. Secondly, ...

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Fundamental Insights and Ideas. Stock market and technology enthusiast analyzes the financial markets, economic trends, technology ideas, and tech companies. Understand. Collaborate. Profit. Sunday, November 21, 2010. Vix: predicting capital flows and capital budgeting? Came across this article by Ajay Shah. For the Financial Express. Here's an excerpt. This reduced uncertainty will make possible planning, investment, product launches, recruitment, etc. which is the foundation of the recovery. Secondly, ...

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