Tashi Wangyal

Palo Alto Networks: Investor Misunderstanding

We pick out the bearish and bullish points from Palo Alto Networks' recent 3Q22 ER. Compare PANW’s valuation to an aggregate of CHKP, ZS, and CRWD. Recap on the main drivers of the cybersecurity industry. We use the landscape of the cybersecurity industry as a framework to articulate PANW’s...

Apple Stock: The 'No-Brainer' Myth Is Broken

AAPL is down 24.4% from its ATH achieved earlier this year, a significant drop for a stock often touted as a “no-brainer” investment. Ironically, BIDU stock has outperformed AAPL year-to-date, even as Chinese ADRs are supposedly finding it tough to regain investor favor given the myriad of challenges.

Subsea 7 Strategically Positioned, Hedged To Inflation

Backlog growing with markets tightening and no demand destruction from input cost inflation. Escalation clauses in Subsea 7 contracts insulate them from inflation. Paradigm shift in markets as supply chain security and geopolitics play in, but the stock is unfairly priced at market depression levels. I do much more than...

Indicators of Divorce

Man and woman sittingPhoto by Ron Lach from Pexels. In the Psychology Today article, All You Need Is Respect Sam Louie, MA, LMHC explains respect is critical for successful relationships.

Earthquake shakes part of New Hampshire

WOLFEBORO, N.H. — An earthquake shook part of New Hampshire early Tuesday morning. The United States Geological Survey reported a 2.2 magnitude earthquake in the Wolfeboro area around 12 a.m. It’s not clear if the earthquake caused any damage. In a tweet, the Weston Observatory shared a graphic...

Metropolis man wanted on warrants arrested after fighting with police

METROPOLIS, Ill. (WJPF) – A Metropolis man is facing battery charges after fighting with a police officer during an arrest. Metropolis Police say on May 15 an officer who knew James Summers had active warrants out for his arrest saw the 44-year-old standing outside of a home on Ferry Street.

Fear The Walking Dead, Survival Rule Of The Week: Striking The Balance

Going to extremes in a zombie apocalypse is bad. As we learn in this week’s Fear The Walking Dead, Survival Rule Of The Week, you must strike a balance. This week’s episode of Fear The Walking Dead, “Divine Providence,” was great. It wove together the intertwined relationships of so many of our characters (putting particular focus on our three remaining originals). This episode looked at their motivations, how they’ve evolved and what they’re trying to achieve at this point in the apocalypse. It also looked at how those things logically led to their actions within the episode. It was a great display of consistency and logic in writing. I loved it.