Candlelight sparks Silent walls within my heart Sweeping silos of black ember Drinking tea with the executioner Charity maiden Constant sorrow Stored in blood Wrinkles in time Dust to pain Jive and quest Boy and elder Built and boiled Broken hammers Sight no more Siphoned moonlight in her eyes Returns me to September East meetsContinue reading “One Last Mile – January 2025”
Author Archives: Devlin Demontigny
Constellation Software Analysis – December 2024
Constellation Software Inc (TSX: CSU), together with its subsidiaries, acquires, builds, and manages vertical market software businesses in Canada, the United States, Europe, and internationally. It provides mission critical software solutions for public and private sector markets. The company is also involved in the software licensing; and sale of third-party hardware. Constellation is a serialContinue reading “Constellation Software Analysis – December 2024”
Micron Analysis – December 2024
Micron (NASDAQ: MU) is a semiconductor company that specializes in memory and storage products. It is in the news today after posting weak guidance for its upcoming quarter, tumbling more than 15%. Nevertheless, data servers and high-bandwidth memory (HBM) chips are set to fuel huge earnings growth over the next few years, connected to theContinue reading “Micron Analysis – December 2024”
Qualcomm Analysis – December 2024
Qualcomm (NASDAQ: QCOM) is a fabless semiconductor that focuses mainly on handset device chips but is creating other revenue streams such as automotive, pc, server and extended reality chips. Revenue FY2024 compared to a year earlier:Handsets: +10% to $24.9b “Our recently unveiled Snapdragon® 8 Elite has shown strong design traction,with successful launches at Xiaomi, Honor,Continue reading “Qualcomm Analysis – December 2024”
Broken Arrow – November 2024
Blue mountains of January hangovers Tick goes the hangman’s clock Cold voices in the chapel Even hollowed minds remember Carried by broken arrow Shard and pebble Shadows of slumbering yew Burnt into memory Her eyes naked like the sky Each day a year Each year a day Horror stalks all that live Darkness grows quietContinue reading “Broken Arrow – November 2024”
Nice and Evil Sprites – November 2024
The sun drinks in dribble blue from the sky Letters of scorched vermillion Redwood, elm and oak Whisper, weep and regrow Peaked and pined Vexed by coffin-bound peace Empty space Waved by grace Prison built by poisoned hilt Spilt blood and pharmaceutical tears Shape of terror Fills my heart like a sponge Ask each niceContinue reading “Nice and Evil Sprites – November 2024”
Prince of Darkness – October 2024
The light in her eyes Lives beneath the shadow of the sun With God’s grace on her shoulders She rides on the edge of time The weight of blood Drums in the deep From forests of regret To bastions of love Blurry realm Binded by red flames Of tribe, of nation A message woven betweenContinue reading “Prince of Darkness – October 2024”
Brookfield Corporation Analysis – September 2024
Brookfield Corporation (TSX: BN) is a leading global alternative asset manager with over $900 billion total assets under management at December 31, 2023. It operates with 4 core businesses: asset management, wealth solutions, operating businesses (real estate, private equity, infrastructure and renewable power) and carried interest (realized profits from a sale). Brookfield does not generallyContinue reading “Brookfield Corporation Analysis – September 2024”
Novo Nordisk & McKesson Analysis – September 2024
Novo Nordisk (NYSE: NVO) is a pharmaceutical company that focuses on medications for diabetes, but are quickly expanding into other areas of interests, such as obesity, cardiovascular-related disease and rare diseases. Oral semaglutide at different strengths has been found to reduce weight in overweight and obese people. Currently oral semaglutide is used only in peopleContinue reading “Novo Nordisk & McKesson Analysis – September 2024”
Broadcom Analysis – August 2024
Broadcom (Nasdaq: AVGO) is a semiconductor company competing in a wide variety of sectors. They make a plethora of process-specific chips for use in industrial, wireless, storage, networking, infrastructure, cyber-security, artificial intelligence and cloud-related sub-divisions. What makes Broadcom different from its competitors is that it out-sources its manufacturing and can continuously create and maintain productsContinue reading “Broadcom Analysis – August 2024”
Devlin Demontigny 