An analyst friend from Malaysia asked me to take a look at an M&A exercise involving two regional large-caps which has recently gone awry. I finished the valuation and shared it with him, then asked him if I could post it here since I had already done the work.Read more

INTC Primer: No Equity Dilution Necessary (Part 1) When I first wrote about INTC (link above), the stock was trading at around $20. At the time, Intel could do no right — Pat Gelsinger was fired, Foundry was eating up precious cash flow, the dividend was cut — it was a perfect storm of unfortunate events.Read more

I’ve been reading up on some pretty decent research on PYPL, and initially I wasn’t planning to write “yet another PYPL article” about it. Yet something caught my eye — its long-term options are cheap given the risk:reward exposure.Read more