Halkin GroupLemonade Might Be Worth $9 billionLemonade was up by 140% in the first trading day, with a lot of bullish market momentum.Jul 13, 2020Jul 13, 2020
Halkin GroupVisa The Best?Very few companies draw me to them like Visa (V). For starters, the company is one of the largest retail electronic payments networks based…Jan 15, 2018Jan 15, 2018
Halkin GroupJPMorgan x Credit Card KingJPMorgan Chase has quietly cornered the millennial marketOct 12, 2017Oct 12, 2017
Halkin GroupDisney — Stock Valuation And Investment StrategyAlthough I had initiated a position in Disney (DIS) last year with a long-term mindset, I decided to take profits after a strong rally in…Oct 9, 2017Oct 9, 2017
Halkin GroupNike — A Look At The FutureNike’s (NKE) results in Q1 didn’t highlight anything particularly new. The revenue miss ($20 million) was definitely negligible, while the…Oct 9, 2017Oct 9, 2017
Halkin GroupInvestment ThesisThe DCF valuation of Amazon (NASDAQ:AMZN) indicates that the company’s capitalization does not have a significant growth potential. At this…Sep 14, 2017Sep 14, 2017
Halkin GroupApple Should Increase Its Commission On App PurchasesThe iOS platform has delivered $70 billion in payouts to app developers. However, Epic Games chief Tim Sweeney is angry and unhappy with…Sep 3, 2017Sep 3, 2017
Halkin GroupGrowth Vs Value — Alternative OpinionWe think the value investment approach offers higher long-term return potential with less risk. Value stocks are up just 6.0% year to date…Aug 21, 2017Aug 21, 2017
Halkin GroupApple x Netflix = HollywoodApple seems to be gearing up for major investments in the Hollywood business model.Aug 21, 2017Aug 21, 2017