Latest Insights on SIL

Despite COVID-19, These American Companies Will Prosper (3-minute read) America has changed — unemployment is high and the pandemic is still raging. But we believe the economy will endure. Read why…
For whom does the antitrust bell toll? It tolls for thee, Google, and now it’s off to the Justice Department’s never-never land. In Google We Antitrust; Intel’s Short-Term Memory Loss; Logically Logitech
by Joseph Hargett October 20, 2020 Great Stuff
And Justice (Department) for All… It’s been many a year since we had a nice juicy antitrust lawsuit in the tech world, but Alphabet Inc. (Nasdaq: ) is about to break that streak. It’s sad but true. According to the infamous “people familiar with the matter,” the U.S. Department of Justice (DOJ) is preparing to […]
This week, we forego our usual Friday Four Play in favor of an extra-special Q&A with tech investor and small-cap sleuth Ian King. Big Hype, Small Caps: Interviewing Tech Expert Ian King
by Joseph Hargett October 16, 2020 Great Stuff
Rainbow in the Market One day in the year of the pox, came a time remembered well … when the strong young trader of the rising sun heard the tolling of the opening bell. One day in the year of COVID-19, when the bell began to ring, it meant the time had come for one […]
Goldman Sachs aside, the financial sector is struggling. Low interest rates, while good for the gander, are not always good for the goose. Goldman Gains; Fargo Forgotten; B. of A.? No Way
by Joseph Hargett October 14, 2020 Great Stuff
Welcome to the Bank Parade When I was a young trader, my father took me to New York City to see a banking man. He said: “Son, when you grow up would you be a trader at Goldman Sachs, Morgan Stanley or Citibank?” He said: “Will you defeat them, your losses and all the market […]
The arrival of 5G is where the real cord cutting of broadband begins… 5G Leaves the Home Broadband Market Ripe for Disruption The arrival of 5G is where the real cord cutting of broadband begins…

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