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Can Alibaba Continue to Maintain Its Dominant Position?

By Andrew Stotz

Alibaba’s GMV is twice of Amazon’s. In 2020, Jack Ma criticized China’s banking system as being inefficient which led to realization that China’s big techs are wielding too much power.

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Will Adobe Continue to Disappoint Expectations?

By Andrew Stotz

What’s interesting about Adobe is that >90% of the world’s creative professionals use its software.

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Can Carnival Sail Safely through the Hurricane?

By Andrew Stotz

What’s interesting about Carnival is that its debt has swollen by 200% compared to pre-pandemic level.

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Is Ferrari’s Prestige Enough to Drive Its High Valuation?

By Andrew Stotz

What’s interesting about Ferrari is that when they increase the price, demand also rises.

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Is Snapchat’s Crash Symbolic of the Social Media Fall?

By Andrew Stotz

What’s interesting about Snapchat is that its share price is 82% below its Oct ‘21 all-time high.

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Let’s Help Elon Musk Take a Deep Dive into Twitter’s Valuation

By Andrew Stotz

What’s interesting about Twitter is that it makes a better toy for Elon than an investment.

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How Did Goldman Sachs Determine the Intrinsic Value of Twitter?

By Andrew Stotz

What’s interesting about Twitter is that Goldman Sachs evaluated Elon Musk’s offer as fair.

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Would You Invest in Thales if Its Profits Come from War?

By Andrew Stotz

What’s interesting about Thales is that the Ukrainian war has been a massive catalyst for its share price

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Did China Put the Last Nail in Under Armour’s Coffin?

By Andrew Stotz

What’s interesting about Under Armour is that its share price has dropped by 50% over the past 6 months.

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Why Did Warren Buffett Significantly Increase His Stake in Chevron?

By Andrew Stotz

In the S&P500, the Energy sector makes up just 3.7%. Buffett place a heavy bet on Energy. The investment in Chevron and Occidental add up to around 10% of his portfolio.

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