Herve Blandin

Before contributing to platforms such as TheStreet and Seeking Alpha, Herve Blandin was an IT engineer and a part-time investor. In 2016, Herve quit his IT career to become a full-time value investor. Herve focuses on the U.S., Canadian, and European equity markets with a long-term horizon. Due to his background, Herve specializes in tech companies. Follow him on Twitter @RV_Blandin

Recent Articles By The Author

Comcast's Transition to Streaming Will Provide Some Needed Growth Opportunities

Comcast's Transition to Streaming Will Provide Some Needed Growth Opportunities

To offset the decline of its legacy video business, Comcast is developing a streaming offering. This transition will provide the company with extra synergies and growth potential.

Disney's Short-Term Concerns Will Provide Buying Opportunities

Disney's Short-Term Concerns Will Provide Buying Opportunities

The immediate distractions related to the development of its streaming video service will provide opportunities to buy the shares at a good price, since Disney's long-term potential is still supported by unique assets.

Salesforce.com's Short-Term Moves Don't Change Its Long-Term Promise

Salesforce.com's Short-Term Moves Don't Change Its Long-Term Promise

Salesforce's short-term guidance disappointed the market. But there are many reasons to think the long-term growth potential remains intact.

Is Microsoft the Next Trillion-Dollar Company?

Is Microsoft the Next Trillion-Dollar Company?

Considering the strength of Microsoft's cloud and enterprise segments, the company is a good position to reach a market cap of $1 trillion.

Palo Alto: Operating Leverage Brings the Company to an Inflection Point

Palo Alto: Operating Leverage Brings the Company to an Inflection Point

Adjusted earnings above guidance drive Palo Alto Networks close to GAAP profits thanks to its operating leverage.

Cisco's Valuation Doesn't Reflect the Advantages That Come From Its Scale

Cisco's Valuation Doesn't Reflect the Advantages That Come From Its Scale

Cisco's size is an edge it has over rivals that should allow it to compete successfully in new growth areas.

PayPal Has a Long-Term Plan to Address Its Short-Term Challenges

PayPal Has a Long-Term Plan to Address Its Short-Term Challenges

The company is scaling its growth businesses to offset the decline of the cash cow partnership with eBay.

Palo Alto Needs to Deliver on Three Long-Term Growth Drivers to Keep Rising

Palo Alto Needs to Deliver on Three Long-Term Growth Drivers to Keep Rising

With a stock price above $225, Palo Alto will have to deliver on these promises to justify a higher valuation.