Netflix is the N in FAANG – but I maintain that it’s not the potential cash cow that the other Big Tech companies are. Perhaps N should stand for Nervous, a fair description for shareholders at the moment. Netflix is the only FAANG company that I don’t directly hold shares in. This is because I don’t buy in to the …
View PostNetflix is the N in FAANG – but I maintain that it’s not the potential cash cow that the other Big Tech companies are. Perhaps N should stand for Nervous, a fair description for shareholders at the moment. Netflix is the only FAANG company that I don’t directly hold shares in. This is because I don’t buy in to the …
View PostNetflix is the N in FAANG – but I maintain that it’s not the potential cash cow that the other Big Tech companies are. Perhaps N should stand for Nervous, a fair description for shareholders at the moment. Netflix is the only FAANG company that I don’t directly hold shares in. This is because I don’t buy in to the …
View PostWith The Finance Ghost, my goal is to focus on the fundamental principles of investing rather than the concepts used by traders in looking for market patterns and signals. The art of fundamental investing requires you to consider company variables including: Core company strategy Growth prospects across existing and potential future markets Revenue and customer volume growth Key margins (gross …
View PostWith The Finance Ghost, my goal is to focus on the fundamental principles of investing rather than the concepts used by traders in looking for market patterns and signals. The art of fundamental investing requires you to consider company variables including: Core company strategy Growth prospects across existing and potential future markets Revenue and customer volume growth Key margins (gross …
View PostI love the American market. Apart from groovy stock market tickers (like NYSE: RACE for Ferrari), the market is kept up to date by quarterly earnings releases from the best-known companies in the world. The Q3 earnings season is upon us, as companies report on how they did from July to September. You don’t have to wait long for information …
View PostThe Nobel Prize in economics has been awarded to Americans Paul Milgrom and Robert Wilson, whose work in the field of auctions genuinely shaped the way private sector entities bid for natural resources from governments and regulators. This includes things like radio frequencies and oil mining rights. Auctions affect you directly in more ways than you realise. There’s the obvious …
View PostEver felt like you got to where you are today because you’re lucky? Humility may be a beautiful character trait, but be careful that it isn’t impostor syndrome rearing its ugly head, especially if you are a high achiever. Queen’s hit song “The Great Pretender” reminds us of some of the challenges of impostor syndrome. As Freddie sang…“Too real is …
View PostEver felt like you got to where you are today because you’re lucky? Humility may be a beautiful character trait, but be careful that it isn’t impostor syndrome rearing its ugly head, especially if you are a high achiever. Queen’s hit song “The Great Pretender” reminds us of some of the challenges of impostor syndrome. As Freddie sang…“Too real is …
View PostAs you probably know, IBM is one of the original tech companies. The company can trace its roots back to 1911, admittedly to a time when it manufactured and sold machinery including commercial scales and cheese slicers. There’s a well-known saying in the corporate world: “Nobody gets fired for buying IBM.” It means that IBM was such a safe bet …
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