Yves Sukhu
Contributor since: 2017
Articles
Datadog: Expensive, But Possibly Resilient In A Worsening Economy
Fri, Aug. 5 DDOG2 Comments
1Life Healthcare: An Acquisition Play
Mon, Jul. 11 ONEM5 Comments
Buy Walgreens And Sell CVS: A Pair Trade Idea
Wed, Jun. 22 CVS, WBA50 Comments
IonQ Is Building The Future Of Computing And Is Only $5/Share, Is It Enough?
Mon, Jun. 20 IONQ36 Comments
Casey's General Stores And The Case To Wait
Tue, Jun. 14 CASY
SAIC Doesn't Look Cheap But The Business Outlook Looks Compelling
Tue, Jun. 7 SAIC
I Like Stellantis, But Be Wary Of The 7% Dividend Yield
Sat, Jun. 4 STLA22 Comments
The Long Walgreens Investor: Putting Bear Arguments In Context
Tue, Apr. 12 WBA19 Comments
Sprinklr: Hints Of Durability
Fri, Apr. 8 CXM2 Comments
Smartsheet Had A Good Quarter But Has A Tough Path To Profitability
Sun, Mar. 20 SMAR5 Comments
Keeping The Faith In Campbell's After Q2 FY '22 Results
Sun, Mar. 13 CPB8 Comments
Imperial Brands Has Value Even If In A State Of Managed Decline
Thu, Jan. 20 IMBBF, IMBBY27 Comments
The Long Investor's Down-Market Dilemma: A Sector-Neutral Or Active Sector Allocation Strategy?
Dec. 23, 2021 CPB, DIS, NFLX1 Comment
British American Tobacco Looks Set To Overdeliver On New Categories Technology
Dec. 14, 2021 BTI39 Comments
A Consideration Of Orange As A Bond Proxy In A Strategic Context
Dec. 1, 2021 ORAN, FNCTF20 Comments
IBM: Quantum Spin-Off Could Unlock Significant Shareholder Value
Editors' PickJul. 23, 2021 IBM44 Comments
Alphabet Shares Undervalue The Cloud And Might Be Worth Closer To $3,000
Editors' PickJul. 18, 2021 GOOG, GOOGL30 Comments
Coursera: On Structural Concerns And Valuation
Jul. 9, 2021 COUR14 Comments
4 Reasons Why The Walgreens Sell-Off After Q3 FY2021 Earnings Was Overdone
Jul. 2, 2021 WBA24 Comments
A More Focused Campbell Soup As A Contrarian Play Vs. Mondelez
Jun. 21, 2021 CPB7 Comments
Walmart's Path To $180/Share
Editors' PickMay 30, 2021 WMT42 Comments
Data Warehouse Wars: Snowflake Vs. Google BigQuery
May 19, 2021 GOOG, GOOGL, SNOW31 Comments
Palantir: A Consideration Of Competency
Editors' PickMar. 5, 2021 PLTR169 Comments
3 Reasons Why I Favor Walgreens Over CVS
Feb. 19, 2021 CVS, WBA79 Comments
Toshiba And NEC Through The Lens Of Quantum Cryptography
Feb. 1, 2021 NIPNF, TOSBF, TOSYY4 Comments
Building A Berkshire Like Portfolio
Editors' PickDec. 22, 2020 ALL, ALL.PB, ALL.PG40 Comments
IBM - Quantum Computing Does Not Equal Cash
Editors' PickNov. 9, 2020 IBM63 Comments
What Beats At The Heart Of Xerox Protects The Dividend
Oct. 13, 2020 XRX18 Comments
Walgreens - Valuing VillageMD
Editors' PickOct. 2, 2020 WBA32 Comments
Snowflake - A Rejoinder To 10 Bear Arguments
Sep. 25, 2020 SNOW70 Comments
Snowflake: 3 + 2 Reasons Why Berkshire May Have Taken A Stake
Editors' PickSep. 14, 2020 SNOW22 Comments
Walgreens: Will The Dividend Get The Boot?
Editors' PickSep. 5, 2020 WBA46 Comments
Fanuc Group: Zelkova Trees And Reasons To Think FY 2020 Could Be Better Than Estimates
Jul. 29, 2020 FANUY2 Comments
Perceived Weakness In ABB Robotics And Discrete Automation
Jul. 10, 2020 ABB5 Comments
IBM: Cautiously Optimistic For Chapter 2
Editors' PickMar. 20, 2020 IBM35 Comments
Teradata: Down But Not Completely Out
Editors' PickDec. 12, 2019 TDC22 Comments
Datadog: Something Special And Worth A Gamble
Editors' PickOct. 30, 2019 DDOG30 Comments
A Look At Salesforce's Service Cloud
Oct. 10, 2019 CRM8 Comments
With Power Grids Out Of The Picture, Is Electrification Next To Go At ABB?
Apr. 23, 2019 ABB12 Comments
Surface Cracks In Oracle's 2 Growth Pillars
Mar. 26, 2019 ORCL14 Comments