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A Tech Bubble Basket To Monitor

March 22, 2023 by Chad Brand

As promised in my last post, below you will find what I am calling a “bubble basket” of tech stocks I have been taking a look at to varying degrees. The Russia/Ukraine situation is taking center stage in the markets these days, but I can’t really add much insight into the geopolitical landscape. From a stock perspective, the most I can offer is that maybe trimming energy exposure, if you have a nice chunk of it, would be an opportunistic move into the current rally. What I find far more intriguing from a long-term contrarian investing standpoint is sifting through the carnage in tech-land.The dozen companies shown here range from small cap (Redfin and Vimeo) all the way to mega cap (Amazon and … [Read More...]

Snowflake: Don’t Let The Insane Stock-Based Compensation Fool You

March 20, 2023 by Chad Brand

The stark contrast between tech stock valuations in 2022 vs 2021 has been a welcomed development for those of us in the camp that is quite sensitive to earnings multiples when making investment decisions. As share prices across the sector started to collapse I was eager to step in for long-term holding periods even though I knew the bottom would likely be below my initial entry point. Now that the shakeout has occurred, there are many bargains, but not everything is cheap.I was struck by an interview on CNBC yesterday with Brad Gerstner, who runs a tech-focused hedge fund called Altimeter Capital. Brad has been super bullish on Snowflake (SNOW) since the IPO given the company’s strong competitive position in a fast growing market. What I … [Read More...]

As Bubble Tech Rightfully Corrects, What Looks Good and What Doesn’t?

March 10, 2023 by Chad Brand

“This time” is never different. The last few years in techland reminded many of us of the late 1990’s bubble. Sure, not every detail is identical. Back then the mega caps traded at crazy prices too (the Cisco’s of the world at >100 times earnings) but this time 25-30x for Apple, Microsoft, Google, or Facebook might be on the rich side, but not grossly overvalued. And just as last time we had Amerindo, Van Wagoner, and Navallier, now we have seen history repeat with ARK Invest.Just as was the case 20 years ago, there will be great buying opportunities during this valuation reset. Netflix down 50%? Interesting. Amazon down 25%? Interesting. I will share a list of tech that doesn’t look expensive anymore in the coming weeks … [Read More...]

It’s Official: Tech Bubble 2.0 Has Burst

March 9, 2023 by Chad Brand

Economic bubbles are inevitable, much like the business cycle, but history shows they oftentimes don’t repeat in exactly the same way. For instance, I don’t think it’s likely we see another real estate bubble inflated by interest-only, pick-your-payment, or no-doc income loans, but there are other ways for property values to go bonkers. I would have said the same thing about the late 1990’s dot-com bubble, and I would have been wrong.Those of us who remember that time period recall that profitless companies with little more than a lackluster business model saw share prices surge just by issuing an “internet-related” press release. We were told the market opportunity was so big that the current iteration of the product or service … [Read More...]

Is It Time To Swipe Right On Match Group Stock?

March 3, 2023 by Chad Brand

A little over two years ago, IAC completed a full spin-off of its interest in dating app giant Match Group (MTCH) with the stock around $100 per share and a ~$30 billion equity value (a partial spin was consummated in 2015). As a holder of IAC at the time, I felt MTCH was priced fully and sold the MTCH shortly thereafter.Lately though the stock has been trading extremely weakly as revenue growth slows down (Tinder and other apps are reaching a more mature state). Match’s stock chart looks more like a profitless tech stock in the current market environment, but in reality this is a really “GARPy” situation because MTCH generates prolific free cash flow and has ever since it started trading on its own … [Read More...]

Bitcoin news

Aussie crypto exchange hints interest in Hong Kong base, but it’ll depend

March 23, 2023 by

Banks in Distress: What You Need to Know About the Safety of Your Money

March 23, 2023 by Bitcoin Warrior

[Guest Post] Breaking Down Barriers with The Next Generation of DApps

March 23, 2023 by Tabish Faraz

  • Daily Discussion, March 23, 2023
  • Texas Senator Ted Cruz Introduces Anti-CBDC Bill
  • First Mover Asia: Blockchain-Enabled SIM Card for Crypto Investors Fuels Conflux Growth; Bitcoin Holds Near $27.3K After Fed Decision
  • Bitcoin, Ethereum Mixed After Fed Continues Tightening with Quarter-Point Rate Hike
  • Bitcoin Price Increased 37.06% In March, Beating 97.6% Of The S&P 500

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Last updated: 5 minutes ago

Daily Forex Signals

Forex for March 23, 2023. Prediction and Analysis

March 23, 2023 by GainScope

USD/JPY Price Outlook: Scenario-Based Trade Setups Ahead of FOMC

March 23, 2023 by Richard Snow

Midday Forex Prediction For March 22, 2023

March 22, 2023 by GainScope

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  • Midday Forex Prediction For March 21, 2023

World Markets Watch

Market Data by TradingView

Forex Research & Tech. Analysis

Markets giveth, then taketh away

March 23, 2023 by

Trading Analysis Using Harmonic Patterns: PIDILITE INFY LT

March 23, 2023 by Bramesh

GBP/USD higher despite rise in inflation, BoE decision looms

March 23, 2023 by Kenny Fisher

  • SAVA Some For Me (by Xerxes)
  • Morning Post 03/01/2023 SPX
  • Denmark Consumer Confidence up to -23.1 in March from previous -25.1
  • US Close – Fed’s dovish hike trumped by Yellen not considering broad increase in deposit insurance, Oil rallies, Gold gets groove back, Bitcoin…
  • Tentative steps lower for markets

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Macro Economics

What makes politicians act in society’s interests, and how have these mechanisms worked since 1979?

March 23, 2023 by

When Is The Best Time To Take Dianabol?

March 23, 2023 by Team Anabolicco

Labour is no longer the party of the traditional working class

March 23, 2023 by

  • Prosecuting Trump — a caveat,
  • Fiscal reporting at the BBC
  • What Is the Right Age to Take Steroids?
  • Americans are doing a good job of misunderstanding Britain
  • CMS proposes prior authorization rule changes for healthcare plans





Stocks Markets

Enphase Energy: A Solar Growth Star on Sale

March 23, 2023 by

Subs: Capitulation?

March 23, 2023 by ToddSullivan

Colorado dentist killed his wife by poisoning her protein shakes in order to start a new life with his mistress, police say

March 23, 2023 by

  • Elizabeth Warren is so angry about the Fed that she just signed onto a Republican senator’s bill to create a new independent watchdog
  • Catherine Wood Buys Microsoft and Roblox Amid Market Turbulence
  • Truth Tonnage Rising
  • Famine: The Ultimate Country Killer
  • ‘Wheel of Fortune’ host Pat Sajak tackles contestant in bizarre moment that has fans puzzled
  • Gurus Ride First Republic Bank’s Rollercoaster Stock Adventure

Equities

Nucleus

March 23, 2023 by Amit Arora

Hairy (squared) Business – Radix Industries

March 22, 2023 by Amit Arora

Sarup Industries

March 22, 2023 by Amit Arora

  • Birkin Bag
  • Continues to Ooze sweet
  • Sandalwood Oil 100,000 INR or 1,500 USD / Kg TFS Corporation Australia
  • Why India is still expensive Sensex @ 25,000 ( just 20% down from peak )
  • Turner’s Take Podcast | Jan WASDE Cuts Old Crop Production

Business News

Relativity Space’s 3-D Printed Rocket Fails Just After Launch

March 23, 2023 by Oliver Whang

Pergola Choices for Your Business

March 23, 2023 by Liane Lonergan

Jake Paul and Lindsay Lohan Fined $400,000 for ‘Illegally Touting’ Crypto

March 23, 2023 by Jonathan Small

  • Nick Cannon, father of 12 with 6 different women, said he wishes he could have had a kid with co-star Christina Milian
  • Los Angeles area hit by rare tornado — the strongest one to hit the county since 1983 – CNN
  • UBS Weighs Ending a Plan to Preserve Credit Suisse’s Investment Bank
  • 30 Instant Messaging Apps Your Business Could Use
  • Connected for Success: 4 Crucial Values of an Interconnected Organizational Culture

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