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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
We’re about to see a deluge of strong September quarter earnings reports, but everyone is positioned for pain. So, let’s ask: What if nothing breaks? Meanwhile, I still like ON Semiconductor Corp. (ON), advises Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
The world is changing rapidly. I agree with Marc Andreessen that AI Will Save The World, but large swaths are going to be disrupted. Meanwhile, the AI Doomerism fad has knocked down some stocks and given us a graceful entry point for one of the winners of the next ten years: Broadcom Inc. (AVGO), writes Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Gilead Sciences Inc. (GILD) just reported June quarter revenue up 10.2% from last year to $7.8 billion, ahead of estimates. Due to an $11.2 billion one-time write-off of acquired in-process R&D, they reported a $6.75 per share pro forma loss. But that was smaller than the negative $7.25 consensus expectation, notes Michael Murphy, editor of New World Investor.
Michael Murphy
BIOTECHNOLOGY
Tickers: GILD
Apple Inc. (AAPL) is holding its Worldwide Developers Conference the week of June 8. There is always positive news from WWDC. Meanwhile, Bank of America just raised its target price from $330 to $380 and reiterated its “Buy” rating, notes Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Tickers: AAPL
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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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