Earnings season in the United States is in full swing. I love this time in the markets, as the most important companies in the world issue their quarterly report cards. Let’s focus on what it means to “beat expectations” or, if you really want to sound fancy, “beat the street” – a reference to Wall Street although Maude Street in …
View PostEarnings season in the United States is in full swing. I love this time in the markets, as the most important companies in the world issue their quarterly report cards. Let’s focus on what it means to “beat expectations” or, if you really want to sound fancy, “beat the street” – a reference to Wall Street although Maude Street in …
View PostEarnings season in the United States is in full swing. I love this time in the markets, as the most important companies in the world issue their quarterly report cards. Let’s focus on what it means to “beat expectations” or, if you really want to sound fancy, “beat the street” – a reference to Wall Street although Maude Street in …
View PostEuropean investor and student of the markets Tobias (@TobyTheInvestor) joins Mohammed Nalla (@MohammedNalla) and I from Copenhagen to discuss European markets and the appeal of Nordic markets that are often ignored when people think about global opportunities. Europe can offer attractive risk/return trade-offs, if investors know where to look. Toby gives great practical insights into navigating the region, including an …
View PostEuropean investor and student of the markets Tobias (@TobyTheInvestor) joins Mohammed Nalla (@MohammedNalla) and I from Copenhagen to discuss European markets and the appeal of Nordic markets that are often ignored when people think about global opportunities. Europe can offer attractive risk/return trade-offs, if investors know where to look. Toby gives great practical insights into navigating the region, including an …
View PostRegular readers will know that I care as much about startups as I do about the market. I find startup strategy fascinating. The most depressing thing about the South African economy is the lack of successful small businesses. In developed countries like Australia, SMMEs employ a large percentage of the population. We can’t keep relying on corporates (or government!) to …
View PostIn a podcast packed with insights from a startup founder and VC specialist, Episode 4 of The Startup Junto is a must-listen for startup founders and VCs alike. Snapt is an application delivery startup that services an international client base from South Africa, where the company was founded. Having successfully raised VC funding early in its journey, Snapt famously managed …
View PostIn Episode 22 of the popular Magic Markets podcast, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) look back fondly on their days in banking and investment banking in particular. After a year of volatile markets with high trading volumes, investment banks are posting terrific financial results. Well, those who have avoided crises like Greensill and Archegos at least. Banking …
View PostI don’t like tech IPOs (or the nuance “direct listings” for that matter). Before delving into the Coinbase IPO and my thoughts on the company, I want to explain my overall concerns with IPOs. An IPO is the process of a company listing on a stock exchange and raising fresh capital from new investors. In other words, there is cash …
View PostI don’t like tech IPOs (or the nuance “direct listings” for that matter). Before delving into the Coinbase IPO and my thoughts on the company, I want to explain my overall concerns with IPOs. An IPO is the process of a company listing on a stock exchange and raising fresh capital from new investors. In other words, there is cash …
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