I've been posting a bit publicly about the sector so I may as well put the below excerpt up as well. Aside from the usual charts it was really just…
I thought about it. In light of NFTRH 474's spotlight on the medical device/equipment area I was looking through IHI's holdings and came up with two companies to consider talking…
I don't know how many times I bitch and moan about this but some areas of the mainstream financial media must be filtered to an extreme, almost as if they…
What got me checking into the SEMI data is a goofy MarketWatch article featuring a fund manager who owns the FAANG type stocks at 30 multiples, but has found relative…