StockForum Journal
Notes and analysis on stocks and macro markets.
Updated 2026-10-06
If AI Writes the Code, Are IT Services Firms Finished? — Pzena's View of the Other Face of 'Beaten Down' Stocks AI stocks are flying high these days, yet one industry is strangely going its own way: IT services companie…
Updated 2025-11-11
Company Introduction and Overview Consensus Cloud Solutions, Inc. (CCSI) is a small to medium sized cloud software company based on stable cash generation and conservative financial structure . Following its spin off fr…
Updated 2025-11-09
Company introduction and overview The company with the ticker III is Information Services Group, Inc. (abbreviated closer to ISG, but III for convenience) and is a global technology research and digital transformation c…
Updated 2025-05-06
Company Introduction and Overview Palantir Technologies (PLTR) is arguably the hottest company in the U.S. stock market at the moment. As an AI software company, it has avoided the tariff issues that are shaking the mar…
Updated 2025-03-20
outline Atlassian is a SaaS company with a strong presence in collaboration tools and developer platforms. Continuous growth is being achieved through portfolio expansion such as Jira, Confluence, and Loom, and AI platf…
Updated 2025-03-16
outline AppLovin (NASDAQ: APP) once recorded rapid growth and high stock price growth in the app ecosystem, but has recently been on the decline due to negative issues such as market correction and short selling reports…
Updated 2025-03-14
outline We are going through an unexpectedly difficult time with volatility at the level of a financial crisis. Numerous diagnoses and predictions are being made, but it is not helpful to respond with hasty predictions…
Updated 2024-11-27
Microsoft (Ticker: MSFT) stock price, which fell nearly 4% despite the announcement of good third quarter earnings, is not taking advantage of the improved market atmosphere after Trump's election victory. I am especial…
Updated 2024-08-12
There was news that Berkshire Hathaway (BRK.B, hereafter Berkshire), a strong ally of Apple, sold stocks on a large scale. Not only was Berkshire the company that had held Apple unwaveringly despite numerous growth issu…
Updated 2024-06-24
outline The stock price of Adobe Inc. (ADBE, hereinafter referred to as Adobe) soared after the recent announcement of second quarter earnings. In this earnings announcement, Adobe showed performance that exceeded marke…
Updated 2024-06-16
outline There was a Palantir earnings announcement. It was a performance that exceeded market expectations. However, the stock price is sluggish and performance is still controversial. It is still not enough to calm the…
Updated 2024-06-15
outline The news that Apple is considering the application of Baidu AI (Ernie) is becoming an issue. As a company that has emphasized the originality of its OS, it is surprising that it is considering introducing servic…
