Akamai Technologies has seen explosive growth over the past 10 years. But with new competitors approaching, can this rate of growth be sustained?
Adobe Systems: A Company in Transition
Adobe Systems is undergoing a major change to its business model. We take a look at its strategy, challenges, and performance.
A Closer Look at FedEx (FDX)
Despite being poised to profit from the rise of globalization and e-commerce, FedEx faces its share of challenges. We take a look at this logistics giant.
Are We Underestimating Cisco Systems (CSCO)?
Cisco Systems boasts extensive cash holdings, an attractive dividend, and solid financial performance. Yet the market seems relatively unimpressed. Why?
What Does the Future Hold for Iron Mountain (IRM)?
In this article, we have a look at Iron Mountain’s business and examine some of the causes driving the recent decline in its shares.
What’s eBay Without PayPal?
eBay, Inc. (EBAY) has recently gone through some significant changes. After agreeing to sell its Enterprise segment to private investors on July 16, 2015, it spun off its Payments segment—better known by its brand name, PayPal—the very next day. So what is the makeup of eBay’s remaining businesses following these two significant divestments?
Chapter 18 – A Comparison of Eight Pairs of Companies
In this summary, we provide an updated take on chapter 18 of Benjamin Graham’s ‘The Intelligent Investor’, briefly analyzing the relative valuation of two pairs of modern companies: Amazon vs. Akamai, and Tesla Motors vs. GM.
Chapter 14 – Stock Selection for the Defensive Investor
Summary and Discussion – Chapter 14 – Stock Selection for the Defensive Investor Notes on The Intelligent Investor by Benjamin Graham Notes by Jason Fernando Created May 21st, 2014 Last updated June […]
Chapter 13 – A Comparison of Four Listed Companies
Summary and Discussion- Chapter 13 – A Comparison of Four Listed Companies Notes on The Intelligent Investor by Benjamin Graham Notes by Jason Fernando Created March 3rd, 2014 Last updated May 17th, […]