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    Research Report: Lam Research

    Lam Research (LRCX) is among the top players in semiconductor manufacturing equipment but second only to Applied Materials (AMAT) in etching and deposition. The...

    Research Report: Airbnb

    The Airbnb (ABNB) IPO in October of last year was too hot for my taste. There was too much hype right out of the...

    SKLZ Update: 3-10-2021

    Skillz (SKLZ) reported solid numbers for the fourth quarter of 2020. I have not accessed the conference call yet, but I talked to a...

    Pinterest still running?

    Pinterest (PINS), reported excellent numbers across the board, including strong user growth, revenue, and margins. Video and e-commerce are two massive opportunities for the...

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