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Williams Sonoma stocks up to better deal with potential tariff impact
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
Jun 27
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Poonkulali Thangavelu
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Williams Sonoma stocks up to better deal with potential tariff impact
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Qualcomm looks beyond mobile phones, chips into other markets
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
Jun 17
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Poonkulali Thangavelu
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Qualcomm looks beyond mobile phones, chips into other markets
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Will AI integration enable Snowflake to become a unique data platform?
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
Jun 6
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Poonkulali Thangavelu
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Will AI integration enable Snowflake to become a unique data platform?
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May 2025
Will Coinbase gain more currency following its addition to S&P 500 index?
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
May 26
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Poonkulali Thangavelu
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Will Coinbase gain more currency following its addition to S&P 500 index?
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Will Disney’s moat get stronger as it sprinkles its magic dust on Abu Dhabi?
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
May 16
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Poonkulali Thangavelu
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Will Disney’s moat get stronger as it sprinkles its magic dust on Abu Dhabi?
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Will Capital One benefit from network effect with Discover acquisition?
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
May 6
•
Poonkulali Thangavelu
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Will Capital One benefit from network effect with Discover acquisition?
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April 2025
The Gap is looking to bridge the generation gap, appeal to multiple age groups
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
Apr 26
•
Poonkulali Thangavelu
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The Gap is looking to bridge the generation gap, appeal to multiple age groups
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Will Robinhood’s equity for all approach pay off?
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
Apr 6
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Poonkulali Thangavelu
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Will Robinhood’s equity for all approach pay off?
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March 2025
Will Rocket Companies hit a home run with Redfin acquisition?
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
Mar 26
•
Poonkulali Thangavelu
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Will Rocket Companies hit a home run with Redfin acquisition?
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DoorDash is joining the S&P 500, will it continue to deliver for investors?
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
Mar 16
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Poonkulali Thangavelu
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DoorDash is joining the S&P 500, will it continue to deliver for investors?
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Super Micro Computer cools off on delisting concerns, wants to rack up AI business
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
Mar 6
•
Poonkulali Thangavelu
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Super Micro Computer cools off on delisting concerns, wants to rack up AI business
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February 2025
Coke wants to drink up more beverage market share, looking beyond fizzy drinks
Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to…
Feb 26
•
Poonkulali Thangavelu
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Coke wants to drink up more beverage market share, looking beyond fizzy drinks
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