Posted on 7/30/20
Shares Of Snap Are Pricey Despite Robust User Growth
SummarySnap delivered a Q2 beat, but saw a substantial decline in growth rates.Snap is priced near a 2-year high EV/Sales multiple.The company is struggling to generate . . .
Posted on 7/21/20
3 Reasons American Tower Corporation Could Be Worth Owning
If I were to own a REIT, American Tower Corporation (AMT) would be at the top of my list. It's an interesting, stable business that appears . . .
Posted on 2/19/20
Competition And Losses Continue To Build Up For Snap
Snap (NYSE:SNAP) shares had a wild 2019. The stock rallied from low single digits all the way to $17 per share in the first half of . . .
Posted on 8/22/19
60% Upside In Skyworks Solutions
SummarySkyworks Solutions' reliance on Apple could become an issue, but should ultimately benefit the company when Apple launches 5G iPhones.Skyworks Solutions has opportunities beyond smartphones in . . .
Posted on 7/25/19
Snap: On The Right Track
Snap's 2nd quarter 2019 results topped expectations. Revenue increased 48% to $388m from $262m in Q2 2018. Expenses saw significant declines as a percentage of revenue, . . .
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