Two
posted on
Aug 27, 2014 10:24PM
This is some of the DD we collected for the valuation project. Quite a bit more exists but for purposes of economy these are some of the more interesting pieces.
http://ycharts.com/companies/TSM/free_cash_flow
http://online.barrons.com/news/articles/SB50001424053111903927604579630720143562600
http://www.nvest.me/companies/fcfe/TSM
http://www.gsaglobal.org/2014/08/global-semiconductor-financial-tracker-q2-2014/
(Methodology PDF)
http://www.gurufocus.com/term/total_freecashflow/INTC/Free%252BCash%252BFlow/Intel%2BCorp
https://ca.finance.yahoo.com/q/is?s=INTC
http://www.statista.com/statistics/263401/global-apple-iphone-sales-since-3rd-quarter-2007/
http://marketingland.com/apple-sees-record-57-6-billion-revs-51m-iphone-sales-71890
http://www.statista.com/statistics/278891/share-of-consumer-electronics-sales-in-total-us-e-retail-sales/
http://www.factbrowser.com/tags/market_structure/
http://www.theglobeandmail.com/globe-investor/investment-ideas/number-cruncher/screening-for-value-in-social-media-stocks/article19715003/
http://www.marketwatch.com/story/how-analysts-rate-twitter-now-after-the-explosive-earnings-reaction-2014-07-30
http://www.investopedia.com/terms/e/earningsestimate.asp
http://stocks.about.com/od/evaluatingstocks/a/peg.htm
http://www.foreignaffairs.com/articles/139871/william-h-janeway/the-next-economic-bubble
http://en.wikipedia.org/wiki/Market_penetration
http://en.wikipedia.org/wiki/Product-Market_Growth_Matrix
http://www.ftpress.com/articles/article.aspx?p=463943&seqNum=5
http://www.idtechex.com/research/articles/wearable-technology-50-billion-investment-frenzy-00006528.asp
http://en.wikipedia.org/wiki/Bill_Davidow
http://www.semiconductors.org/news/2014/08/04/global_sales_report_2014/global_semiconductor_industry_on_pace_for_record_sales_through_first_half_of_2014/
http://www.gartner.com/newsroom/id/2698917
http://www.economist.com/news/briefing/21569381-idea-innovation-and-new-technology-have-stopped-driving-growth-getting-increasing