Research & Insights

Research & Insights

The Historical Significance Of Tesla’s Gigafactory

Deep in the Nevada hinterlands, under the scorching desert sun, Elon Musk is quietly building a $5 billion, 5.8 million square foot battery plant that will forever change the auto industry.

Mainframes Are Dirty, The Cloud Is Clean

James Hamilton, Amazon's (AMZN) cloud guru, spoke on stage at the company's annual ReInvent conference in Las Vegas to break the news about the company's path towards sustainability. Hamilton said that Amazon Web Services is vying to have all of its data centers running on 100 percent on renewable energy.

Re-Examining Investing Dogmas: The Case For Active Management

As Howard Marks famously observed, investors must “dare to be great.”

How to Fix Executive Compensation and CEO Pay in Corporate America

The fact is, CEO compensation has gone completely haywire.

Why It’s a Great Time To Be A Stock Picker

Everything is up for grabs.

Amazon Is Killing Its Competition In The Cloud

"Death to the mainframe," says Amazon's James Hamilton.

Danger Signs: 4 Things to Investigate Before Investing in A Public Tech Company

Accounting is a slippery beast.

IBM’s Executives Cash In While The Company’s Business Declines (Copy)

IBM is currently struggling with several key (and some might say) controversial issues.

Why Is American Airlines Buying Back Its Own Stock?

Two years out of bankruptcy and facing down $19 billion in debt, AAL executives continue to spend billions to repurchase their own company shares — to the detriment of shareholders.

4 Reasons Why I Think Disney Should Buy Netflix

The entertainment and media business is in the throes of disruption, which has led some people to speculate about some major acquisitions in the pipeline.

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