Yves Sukhu
Contributor since: 2017
Articles
Datadog: Expensive, But Possibly Resilient In A Worsening Economy
1Life Healthcare: An Acquisition Play
Buy Walgreens And Sell CVS: A Pair Trade Idea
IonQ Is Building The Future Of Computing And Is Only $5/Share, Is It Enough?
Casey's General Stores And The Case To Wait
SAIC Doesn't Look Cheap But The Business Outlook Looks Compelling
I Like Stellantis, But Be Wary Of The 7% Dividend Yield
The Long Walgreens Investor: Putting Bear Arguments In Context
Sprinklr: Hints Of Durability
Smartsheet Had A Good Quarter But Has A Tough Path To Profitability
Keeping The Faith In Campbell's After Q2 FY '22 Results
Imperial Brands Has Value Even If In A State Of Managed Decline
The Long Investor's Down-Market Dilemma: A Sector-Neutral Or Active Sector Allocation Strategy?
British American Tobacco Looks Set To Overdeliver On New Categories Technology
A Consideration Of Orange As A Bond Proxy In A Strategic Context
IBM: Quantum Spin-Off Could Unlock Significant Shareholder Value
Alphabet Shares Undervalue The Cloud And Might Be Worth Closer To $3,000
Coursera: On Structural Concerns And Valuation
4 Reasons Why The Walgreens Sell-Off After Q3 FY2021 Earnings Was Overdone
A More Focused Campbell Soup As A Contrarian Play Vs. Mondelez
Walmart's Path To $180/Share
Data Warehouse Wars: Snowflake Vs. Google BigQuery
Palantir: A Consideration Of Competency
3 Reasons Why I Favor Walgreens Over CVS
Toshiba And NEC Through The Lens Of Quantum Cryptography
Building A Berkshire Like Portfolio
IBM - Quantum Computing Does Not Equal Cash
What Beats At The Heart Of Xerox Protects The Dividend
Walgreens - Valuing VillageMD
Snowflake - A Rejoinder To 10 Bear Arguments
Snowflake: 3 + 2 Reasons Why Berkshire May Have Taken A Stake
Walgreens: Will The Dividend Get The Boot?
Fanuc Group: Zelkova Trees And Reasons To Think FY 2020 Could Be Better Than Estimates
Perceived Weakness In ABB Robotics And Discrete Automation
IBM: Cautiously Optimistic For Chapter 2
Teradata: Down But Not Completely Out
Datadog: Something Special And Worth A Gamble
A Look At Salesforce's Service Cloud
With Power Grids Out Of The Picture, Is Electrification Next To Go At ABB?
Surface Cracks In Oracle's 2 Growth Pillars