by Anthony Valencia, CFA | Feb 10, 2020 | Uncategorized
Quarterly results from the mega cloud providers: Not as “cloudy” as thought Over the past several quarters, Wall Street has been laser focused on signs of slowing growth amongst the hyperscale cloud providers. In recent quarters, these tech giants represented by...
by Anthony Valencia, CFA | Feb 7, 2019 | News
Investors, don’t forget the research For close to a decade, public and private market valuations have levitated with only momentary dips in the road, as central bank liquidity fueled asset prices. In the public markets, “old fashioned” asset allocation and...
