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Valuentum Commentary
May 27, 2015
Market Is Catching On To Alibaba
We’re reiterating our opinion on the Chinese e-commerce giant. May 20, 2015
The Tax Man Cometh Anyway?
Yahoo! may not be able to ditch the IRS. What does it mean for Alibaba? Mar 5, 2015
These Valuations Are Embarrassing
Airbnb? Uber? Xiaomi? Palantir? What? Feb 3, 2015
Goodbye Radio Shack, Hello Office Products Behemoth
RadioShack will close its doors, while Staples and Office Depot are planning to tie the knot. 3D printing stocks may be in for a world of hurt in 2016, while GM and Ford benefit from strong employment and low gas prices. Jan 29, 2015
Pain in Oil Not Likely To Subside Soon; Alibaba Disappoints
Pundits are calling for a significant rise in the price of crude oil, but we think a muted recovery may be the best-case scenario, with a worst-case revealing more pain to come. Tech results from Alibaba failed to please, but Apple continues to do the heavy lifting in the newsletter portfolios. Jan 28, 2015
Yahoo's Uncertainty Is Far Too Great
Valuentum's President Brian Nelson talks about how Yahoo's spin-off of Alibaba's shares adds even more uncertainty to the investment equation. The investment prospects of Yahoo are muted. Jan 9, 2015
January 5-9: The Week That Was - Drowning in Crude
Let’s cover new developments during the first week of 2015. Dec 10, 2014
Valuentum Mosaic Exclusive: Talks Between Yahoo and eBay Probable
"Proceeds" from its Alibaba shares could land Yahoo a transformative acquisition. We think PayPal is at the top of the list. Nov 5, 2014
Alibaba Still Has Upside to $125+ Per Share
The Chinese Internet giant debunks the myth that you can’t make money on initial public offerings. Oct 23, 2014
Earnings Reports You Should Know About
Let’s run through a number of important earnings reports this week. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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