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About Michael
Michael Murphy, CFA, has been writing technology investment newsletters for 38 years. He has been a security analyst on the buy-side and sell-side, director of research, mutual fund manager, hedge fund manager, venture capitalist, and CEO of a software company. For the very difficult market in the five years 2008-2012, Mr. Murphy's New World Investor newsletter was rated #1 by The Hulbert Financial Digest.
Michael's Articles
Who are the bears with sideline cash to take the stock market to all-time highs? Well, hedge funds have added $25 billion of short equity futures exposure over the last three Commitment of Traders reports, the largest increase in the last ten years. Palantir Technologies Inc. (PLTR) looks promising here, suggests Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Tickers: PLTR
We see real confusion among businesses that has suddenly made them very pessimistic about their future. Consumers and investors, too. Should you be buying? Here’s my take, notes Michael Murphy, editor of New World Investor.
Michael Murphy
STOCKS
The recent catch-up rallies in German stocks, financial sector stocks, China technology, and even the ARK Innovation ETF (ARKK) mean we are in a “broadening bull.” Meanwhile, Nvidia Corp. (NVDA) reports January quarter results after the close Wednesday, and again, the whole short-term direction of the stock market depends on the results, highlights Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Tickers: NVDA
The S&P 500 recently shed some ground. But it rose 24% in 2023, and so far in 2024, it is up around 26%. Meanwhile, PayPal Holdings Inc. (PYPL) hit a 52-week high last Monday after it was upgraded by BofA from Neutral to Buy with a $103 target price, observes Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Tickers: PYPL
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New World Investor Weekly Newsletter
Top picks and investor strategies based on in-depth research that looks at every detail of the businesses, from management quality, technology, and R&D spending to business position and undervalued stock prices.
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