Posts

Showing posts from June, 2021

Shopify (NYSE: SHOP), bubble or golden opportunity?

Image
  Background Name: Shopify Ticker: NYSE: SHOP Price: 1508.44$ (as of 23-June-2021) Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company’s platform provides merchants to run their business in various sales channels, including web and mobile storefronts, physical retail locations, pop-up shops, social media storefronts, native mobile apps, buy buttons, and marketplaces; and enables to manage products and inventory, process orders and payments, fulfill and ship orders, new buyers and build customer relationships, source products, leverage analytics and reporting, and access financing. Industry Overview There are over 30 million small businesses in the U.S alone, although not all of them require a digital presence. Currently, Shopify counts 1.75 million merchants, an increase of almost 700 thousand from 2019. That’s a big acceleration from 2019 when Shopif...

Summit Wireless Technologies Inc (NASDAQ: WISA) : Potential Multibagger*

Image
Background Name: Summit Wireless Technologies Inc Ticker: NASDAQ: WISA Price: 4.03$ (as of 18-June-2021) Summit Wireless Technology is the developer of next generation wireless audio standard named WiSA, which allowed sound system with ultra high quality and ultra low delay. Working with brands and manufacturers, the company build seamless, dynamic audio experiences for high-definition content, including movies and video, music, sports, gaming/esports, and more. The company is headquartered in San Jose, CA with sales teams in Taiwan, China, Japan, and Korea. They do not sell direct customer product but build chipset system to manufacturer and certified them, like Bluetooth or USB. WiSA (the Wireless Speaker and Audio Association) is organization founded by the company with membership of audio and electronics manufacturer such as LG, Bang & Olufsen, Klipsch, XBox, etc in joint partnership. The purpose of organization to unite the standard and push for market penetration. History tea...

Broadcom Inc. (NASDAQ: AVGO) near 500$ yet still undervalued

Image
Background  Name: Broadcom Inc. Ticker: NASDAQ: AVGO Price: 471 $ (as of today 16-June-2021) Broadcom, the combined entity of Broadcom and Avago, boasts a highly diverse product portfolio across an array of end markets. It operates through two segments, Semiconductor Solutions and Infrastructure Software. In Semiconductor solution, Avago focused primarily on radio frequency filters and amplifiers used in high-end smartphones, such as the Apple iPhone and Samsung Galaxy devices, in addition to an assortment of solutions for wired infrastructure, enterprise storage, and industrial end markets. Legacy Broadcom targeted networking semiconductors, such as switch and physical layer chips, broadband generic products, and connectivity chips that handle standards such as Wi-Fi and Bluetooth. In Software, the company’s infrastructure software solutions enable customers to plan, develop, automate, manage, and secure applications across mainframe, distributed, mobile, and cloud platforms. The ...