Alphyn Capital returned -10.95% net in Q3 2022 vs -4.88% for the S&P500. Click here to read the full fund letter...
Continue ReadingMicrosoft's competitive positioning for AI cloud and metaverse just improved due to US chip restrictions on China. Read more about MSFT and my recommendation...
Continue Reading(Bloomberg) -- Amazon.com Inc. workers seeking to join a union at a company warehouse in Southern California have backed away from their attempt to hold an election, a setback for the upstart Amazon Labor Union following its defeat at a New York facility last week. Most Read from BloombergRenters Hit Breaking Point in a Sudden Reversal for LandlordsChina Stocks Slide as Leadership Overhaul Disappoints TradersKorean Air Plane Overruns Runway While Landing in PhilippinesDove, Other Unilever Dry Sh...
Continue ReadingIn the language of business strategists, Alphabet/Google benefits from vast network effects. Click here for our brief investment thesis on GOOG,GOOGL stock...
Continue ReadingThe Mayar Responsible Global Equity Fund (Class A) was down -11.69% for the 3 months ending 9/30/22. Click here to read the full fund letter...
Continue ReadingNews out of China has sent shares of US-listed Chinese stocks tumbling. Over the past several years, the NYSE FAANG+ Index has been a well-tracked measure of the mega caps...
Continue ReadingThe huge tech companies that run these computers aren’t afraid to use their power to muscle into their customers’ industries...
Continue ReadingAmazon's e-commerce incomes are plummeting both at home and abroad while share buybacks have been eating into incomes earned. Read more about AMZN here...
Continue ReadingTo say that Amazon hit a wall in mid-2021 would be a vast understatement as the ecommerce juggernaut has seen slowing growth in the last 15 months...
Continue ReadingAmazon's (AMZN) third-quarter results are expected to reflect strength across its Prime and cloud businesses despite headwinds...
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