Shahid Jamil This analysis is the second in a monthly series of long-term, business model-centric views based on the Value Equation framework I devised, successfully used as a multiple public company founder and CEO, and […]
milindri/iStock via Getty Images Investment Thesis Yelp (NYSE:YELP), the business directory and review site, delivered Q4 results that took investors by surprise. As we go through this analysis it’s important to keep in mind that […]
marchmeena29 Today’s environment doesn’t really play to East West Bancorp‘s (NASDAQ:EWBC) strengths. Above-average loan growth has become considerably more expensive, growth is not so much in vogue, and ongoing tensions with China reduce the value […]
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