Vincent Martin's Comment & Analysis
A complete archive of Vincent Martin's articles, including current analysis & opinion - Page 2
Workday has a compelling qualitative story, with a dominant human capital management platform and a promising effort in financial planning
Valuation looks high on an absolute basis but more...
CRM stock has hit a 52-week low amid decelerating growth and management departures
The bull case looks attractive at a reduced valuation
But Salesforce isn’t as profitable or as fast-growing as...
At 13x earnings, BBY is priced for minimal growth.
The company’s pre-pandemic performance suggests it can do better.
But analysts are skeptical, and with good reason: a number of risks...
Once the most expensive stock in the market, SNOW still isn’t cheap
Upside potential is attractive — but hardly compelling
This is an outstanding business, but the lesson of this market...
HPQ looks cheap relative to earnings
But the stock is not that cheap given guided declines in fiscal 2023, and long-term pressure on printing
Aggressive cost-cutting plan could keep business afloat,...
Based on guidance for the fourth quarter, DELL is trading at less than 6x this year’s earnings
That ‘cheap’ multiple could be justified only if profit declines are on the...
Returns in CSCO have deteriorated as growth has slowed to a crawl
Solid Q1 earnings, restructuring plan suggest the company can get back on track
It’s difficult to see the stock as compelling,...
After a steep decline from 2020 highs, BABA looks cheap based on the fundamentals
Political and governance concerns are amplified by slowing growth
But is cheap really cheap enough?
A little over two...
Fisker’s valuation is notably lower than that of other electric vehicle manufacturers.
That’s perhaps because the company is aiming lower — but that plan also suggests a higher...
Nikola’s original business model has blown up, leaving the company scrambling
Cash burn is a significant issue, and the continually falling share price creates a vicious cycle
The path even to...