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Microsoft Corporation (MSFT) - stock Investment thesis

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Company Overview Microsoft Corporation ( NASDAQ : MSFT) is a global technology giant headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft is a leader in software development, hardware manufacturing, and cloud computing services. Its diverse portfolio includes operating systems (Windows), productivity software (Microsoft Office), cloud services (Azure), and hardware products (Surface devices and Xbox gaming consoles). Key Investment Highlights Robust Financial Performance Revenue Growth : Microsoft has consistently delivered strong revenue growth, driven by its diverse product portfolio and strategic acquisitions. Profitability : High margins in its software and cloud services segments contribute to robust profitability. Cash Flow : Strong free cash flow generation supports dividend payments and share buybacks. Leadership in Cloud Computing Azure Growth : Azure is the second-largest cloud service provider, experiencing rapid growth and gaining m...

AppLovin Corporation (APP) - stock investment thesis

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Investment Thesis for AppLovin Corporation (APP) Overview AppLovin Corporation (APP) is a leading mobile technology company that offers a suite of solutions to app developers for user acquisition, monetization, and analytics. Its primary products include AppDiscovery for user acquisition and MAX for monetization. With the rapid growth of the mobile app market and increasing demand for efficient marketing and monetization tools, AppLovin is well-positioned to capitalize on these trends. Investment Highlights Strong Market Position and Growth Potential Leading Player in Mobile Ad Tech : AppLovin is one of the major players in the mobile advertising technology sector, providing a comprehensive platform that addresses both user acquisition and monetization needs for app developers. Expanding Mobile App Market : The global mobile app market is expected to continue growing, driven by increasing smartphone penetration, higher mobile internet usage, and a shift towards mobile-first experience...

Are Recessions predictable?

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                      Predicting Recessions While recessions cannot be predicted exactly, there are some ways to calculate the probabilities at which they can occur at certain time. This article was originally posted on Quora website before the Corona-19 recession.  Let's do some calculations. Calculation 1 Time between recessions  after World War 2 is (in months): 45,39,24,106,36,58,12,92,120,73, x. Here x is the time between June 2009 (end of the Great Recession) and next recession in months. What can we say about x? Using this calculator  Standard Deviation Calculator  we can calculate that the mean value of x is 60.5 months with sample  standard deviation  36.1 months. This means that by July 2020 the probability for recession will climb up to 97% and  ...