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Dan Naumov

 
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  • Revisiting Gazprom
    Tue, Jun. 17 OGZPY 33 Comments

    Summary

    • Gazprom shares remain cheap.
    • Cheap valuation alone is never reason enough to buy a stock.
    • Risk associated with the company has increased over the past 12 months.
  • Google Is Riskier Than You Think
    Thu, Jun. 5 GOOG, GOOGL 20 Comments

    Summary

    • Investors underestimate the risks associated with Google.
    • Google acquisitions and spending raise some eyebrows.
    • Insider sentiment and current valuation give pause.
  • Apple: ARM-Based Macs Are A Fantasy (For Now)
    Fri, May. 30 AAPL 41 Comments

    Summary

    • Launching ARM-based Macs is not in the best interest of Apple nor its customers.
    • "Buy an ARM MacBook - it runs all your apps, just slower!" is a hard sell.
    • There is little doubt however, that prototypes of such machines really do exist.
  • Betting On Glencore Xstrata, The Best Of Breed
    Wed, May. 28 GLCNF, GLNCY 11 Comments

    Summary

    • Glencore has a fantastic company culture and its management is uniquely aligned with minority shareholders.
    • The company has a very diverse asset base and diversified revenue and income streams.
    • Glencore has less China-centric risks compared to its main rivals.
    • Shares seem undervalued compared to peers.
  • Blackberry Still Not A Buy, Despite The LBO Potential
    Sep. 24, 2013 BBRY 10 Comments
  • Stay Away From GW Pharmaceuticals
    Sep. 9, 2013 GWPH 84 Comments
  • Sell The Yen, Buy Emerging Market Equities
    Apr. 8, 2013 EEM, FXY, MCHI 9 Comments
  • Gazprom Net Income Drops 37%: Should You Be Worried?
    Mar. 29, 2013 OGZPY 55 Comments
  • McDonald's, Medtronic And Philip Morris - 3 Stocks To Get Married To
    Mar. 20, 2013 MCD, MDT, PM 5 Comments
  • JPMorgan: A Tale Of Jamie Dimon And (Not) Making Money
    Mar. 15, 2013 JPM 11 Comments
  • Gazprom And Lukoil - 2 Russian Jewels
    Mar. 11, 2013 LUKOY, OGZPY 13 Comments
  • Activision Blizzard: Monetizing Starcraft 2
    Sep. 26, 2012 ATVI 14 Comments
  • Intel Is Terrified Of ARM
    Sep. 17, 2012 INTC 50 Comments
  • 2 Undervalued Oil Mini-Majors: Statoil And Lukoil
    Aug. 20, 2012 LUKOY, STO 5 Comments
  • Has Activision Blizzard Silently Cancelled The Share Buyback?
    Aug. 15, 2012 ATVI 12 Comments
  • Activision Blizzard Investors Might Be In Mortal Danger
    Jul. 16, 2012 ATVI 30 Comments
  • I Changed My Mind On JPMorgan And Jamie Dimon
    May. 30, 2012 JPM 33 Comments
  • Greenlight Capital Re - A Mini-Berkshire In The Making?
    May. 4, 2012 GLRE 28 Comments