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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
Since I moved Apple Inc. (AAPL) and Meta Platforms Inc. (META) to a “Hold” on July 3, they and the rest of the Magnificent Seven have been clobbered. There should be a reprieve when they start reporting good earnings in a couple of weeks, but then I expect the relative underperformance to continue for a while, notes Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
BofA’s equity sentiment indicator is up to a two-plus year high, but not yet at a bullish extreme. Since 1980, markets have also never topped in June due primarily to pension inflows. Even though this uptrend is in desperate need of a consolidation, it might not happen yet. Meanwhile, I like Palantir Technologies Inc. (PLTR), says Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Tickers: PLTR
QuickLogic Corp. (QUIK) reported revenues up a whopping 45.5% from last year to $6.01 million, just under the $6.2 million consensus estimate. It was driven by a nearly 60% increase in new product revenue. Pro forma earnings of 11 cents per share more than doubled the five-cent estimate and marked their third straight quarter of pro forma profitability, writes Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Tickers: QUIK
Apple Inc. (AAPL) is down more than 13% this year due mostly to demand concerns in China, which are widely known. What is not yet in the stock, but will be soon, is how far along Apple is in integrating AI into its devices, advises Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Tickers: AAPL
Michael's Videos
Successful venture capital investments offer very high returns, but traditional VC funds often require multi-million-dollar minimum investments. Investing in private companies by yourself on SeedInvest or Wefunder takes a huge amount of time and skill. Rolling venture funds, a new structure, offer professional management for a commitment as small as $5,000 a quarter for two years. Learn how these funds work, what you can expect, and how to get started.
Michael Murphy
FUNDS
29:55
Successful venture capital investments offer very high returns, but traditional VC funds often require multi-million-dollar minimum investments. Investing in private companies by yourself on SeedInvest or Wefunder takes a huge amount of time and skill. Rolling venture funds, a new structure, offer professional management for a commitment as small as $5,000 a quarter for two years. Learn how these funds work, what you can expect, and how to get started.
Michael Murphy
PRIVATE PLACEMENT
28:05
Small-cap biotech is not affected by the economy and ignored by the institutions and computerized algo traders. You must Be early, be right, and hold on to turn every $1 into $20 over the next few years. Join this session to learn Michael Murphys three early biotech stock picks. Its his job to be right about the science and getting FDA approval. Its your job to hold on until its time to cash in.
Michael Murphy
BIOTECH
Chasing hot stocks, buying tips from TV gurus talking their book, and day trading against the computers often end in tears. Individuals don't have to report quarterly performance so you can take a long view and buy: 1. Stocks selling at a big discount to book value with a catalyst, 2. Stocks selling way out of whack with past relationships with a catalyst, and 3. Dirt-cheap stocks developing technologies of the future with—you guessed it—a catalyst. During this presentation, Michael Murphy will give you the due diligence on each.
Michael Murphy
STOCKS
Newsletter Contributions
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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