Trump enacted the International Emergency Economic Powers Act to apply sweeping tariffs onto many countries and industries. Its viability is currently being litigated by the supreme court with an expectation of a ruling by late this year or early next year. The judges seem to be leaning 6-3 in favor of dismantling the tariffs. IfContinue reading “Trump and his tariffs – November 2025”
Category Archives: business
Salesforce Analysis – August 2025
Salesforce Inc provides customer relationship management (CRM) technology that connects companies and customers together worldwide. It has several products meant to increase sales, maximize performance and streamline operations all within hyper-connected cloud and extensive ecosystem. Salesforce offers Software as a Service (SaaS) used for both Business-to-Business (B2B) and Business-to-Consumer (B2C) and are used for salesContinue reading “Salesforce Analysis – August 2025”
Amazon/Couche-tard/Aritzia Analysis – August 2025
Amazon Inc (AMZN( has three operating segments: North American retail, International retail and its cloud platform Amazon Web Services. It dropped 8% on its Q2 earnings despite a massive upside EPS surprise. Uncertainty over Chinese tariffs lowered forward guidance. Amazon’s online marketplace relies heavily on Chinese-manufactured goods. A few weeks ago, there was real doubtContinue reading “Amazon/Couche-tard/Aritzia Analysis – August 2025”
Nebius Analysis – April 2025
Nebius (Nasdaq: NBIS) is a technology company building full-stack infrastructure to service the global AI industry. Its businesses include an AI-centric cloud platform built for intensive AI workloads, a full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. “With proprietary cloud software architecture and hardware designed in-house (includingContinue reading “Nebius Analysis – April 2025”
Cloudflare Analysis – March 2025
Cloudflare (NYSE: NET) is a technology company that deals in security, cloud, application and network services. Cloudflare provides fast latency and wide distribution within its network of products. It is down roughly 30% from its recent peak but is still clocking in impressive growth in revenue, margins, and earnings. It is not profitable on aContinue reading “Cloudflare Analysis – March 2025”
e.l.f. beauty Analysis – February 2025
e.l.f. Beauty, Inc. (NYSE: ELF) together with its subsidiaries, provides cosmetic and skin care products. ELF is down 28% over the last five days, due to a weaker guidance for FY2025. It is also down 56% from a year ago. Weaker performance among the beauty/makeup sector has contributed to the beating. Yet ELF maintains aContinue reading “e.l.f. beauty Analysis – February 2025”
Evolution AB Analysis – February 2025
Evolution AB (ST: EVO/ADR:EVVTY) develops, produces, markets, and licenses online casino systems to gaming operators in Europe, Asia, North America, Latin America, and internationally. It has partnerships with big gambling names such as FanDuel, PokerStars and DraftKings. Evolution is focusing on nascent markets such as Latin America and North America. Sales will increase as moreContinue reading “Evolution AB Analysis – February 2025”
Costco Analysis – January 2025
Costco (Nasdaq: COST) is a wholesale membership retailer with most of its operations within North America. They offer a wide range of branded and private-label items (from groceries to furniture) as well as other services such as pharmacies and gas stations that are all wrapped in the Costco ecosystem. Customer membership retention is over 90%,Continue reading “Costco Analysis – January 2025”
Oracle Analysis – January 2025
Oracle (NYSE: ORCL) is a cloud-service and database provider. It dropped 15% today because of a Chinese-AI LLM that was apparently developed with much less cash than what OpenAI’s ChatGPT-4 was trained on. The shift from on-premise (data servers, databases) to cloud shows that Oracle could expand its already dominant market share from databases toContinue reading “Oracle Analysis – January 2025”
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”
Devlin Demontigny 