Magic Markets Ep23: European Gems
European 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 …
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Magic Markets Ep23: European Gems
European 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 …
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A tasty week for Tesla
- Global
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China, EBITDA, Electric vehicle, Europe, EV, Forward multiple, Japan, Norway, Revenue, S&P500, Tesla, Trailing multiple, UK
- November 19, 2020
Tesla will be admitted to the S&P500 and will immediately jump into a top ten spot on the index based on a market capitalisation that appears to be marching towards $500bn. The Index Committee was suspicious back in September when Tesla achieved profitability over four consecutive quarters, electing not to include Tesla in the index despite the criteria being met. …
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A tasty week for Tesla
- Global
-
China, EBITDA, Electric vehicle, Europe, EV, Forward multiple, Japan, Norway, Revenue, S&P500, Tesla, Trailing multiple, UK
- November 19, 2020
Tesla will be admitted to the S&P500 and will immediately jump into a top ten spot on the index based on a market capitalisation that appears to be marching towards $500bn. The Index Committee was suspicious back in September when Tesla achieved profitability over four consecutive quarters, electing not to include Tesla in the index despite the criteria being met. …
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Imperial is almost a pure-play African business
There was an interesting announcement out of Imperial Logistics (JSE:IPL) today, especially considering JSE companies were scrambling for “hard currency exposure” just a few years ago. ???????????????????????????????? ???????????????????? ???????????????????????? ???????? ???????????????????????????????? ???????????????????????? ???????? ???????????? “???????????????????????????? ???????? ????????????????????????” Conglomerates have been out of fashion for a while. Investors prefer pure-play businesses that allow them to take specific exposure to an …
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