ENPHASE ENERGY INC

Enphase Energy, Inc., (ENPH) together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level, and combines with its proprietary networking and software technologies…

Continue reading

Sector Rotation

In short: ” It is the movement of money invested in stocks from one industry to another as investors and traders anticipate the next stage of the economic cycle. Based on the idea that the economy moves in reasonably predictable cycles.” We as long term investors know that some stock will go out…

Continue reading

MSCI Inc

MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. The company operates through four segments: Index, Analytics, ESG, and Real Estate. The Index segment primarily provides equity indexes for use in various areas of the investment process, including index-linked…

Continue reading

The Estée Lauder Companies

Sector: Consumer DefensiveIndustry: Household & Personal ProductsFull Time Employees: 48,000 The Estée Lauder Companies Inc. manufactures and markets skin care, makeup, fragrance, and hair care products. The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and…

Continue reading

Shopify Inc (again?)

Sector: TechnologyIndustry: Software—ApplicationFull Time Employees: 7,000 Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company’s platform provides merchants to run their business in various sales channels, including web and mobile storefronts, physical retail locations, pop-up shops,…

Continue reading

Adyen NV

Sector(s): TechnologyIndustry: Software—InfrastructureFull Time Employees: 1,448 Adyen N.V. operates a payments platform that integrates payments stack. The company provides gateway, risk management, processing, acquiring, and settlement services. It offers a back-end infrastructure for authorizing payments across merchants’ sales channels i.e. online, mobile, and in-store, as well as APIs. The payments platform is provided…

Continue reading

DEXCOM

Sector: HealthcareIndustry: Diagnostics & ResearchFull Time Employees: 5,500 DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally. The company offers its systems for use by people with diabetes, as well as for use by healthcare providers. Its…

Continue reading

Atoss Software AG

Sector: TechnologyIndustry: Software—ApplicationFull Time Employees: 540 ATOSS Software AG develops and sells workforce management software in Germany, Austria, Switzerland, and internationally. It also provides software maintenance, hardware, and consulting services relating to the provision of electronic support for various corporate processes involved in the deployment of personnel resources at business enterprises and public…

Continue reading

Horse vs Car

“Horses are smarter than people. You never heard of a horse going broke betting on people.” — The Wiseguy There is no question that electric cars are better than gas powered cars. That does not mean it is accepted without opposition. See the add above for the comparison of a horse to…

Continue reading