So here we are, Q2 earnings season in the United States. As much as investors are interested in how the companies performed between April and June, they’re a lot more interested in what the companies have planned for the future. It’s also a rare opportunity for CEOs to have the full attention of investors. And these days, especially for Big …
View PostSo here we are, Q2 earnings season in the United States. As much as investors are interested in how the companies performed between April and June, they’re a lot more interested in what the companies have planned for the future. It’s also a rare opportunity for CEOs to have the full attention of investors. And these days, especially for Big …
View PostThe title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return …
View PostThe title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return …
View PostFor all its ubiquity, Twitter hasn’t always been the most popular kid on the playground. Advertisers, its main source of revenue, have flocked to Facebook and Google and users have favoured Instagram and Pinterest. As a result, investors have also turned their attention and money elsewhere, causing the share price to languish well below its IPO price for many years. …
View PostFor all its ubiquity, Twitter hasn’t always been the most popular kid on the playground. Advertisers, its main source of revenue, have flocked to Facebook and Google and users have favoured Instagram and Pinterest. As a result, investors have also turned their attention and money elsewhere, causing the share price to languish well below its IPO price for many years. …
View PostFor all its ubiquity, Twitter hasn’t always been the most popular kid on the playground. Advertisers, its main source of revenue, have flocked to Facebook and Google and users have favoured Instagram and Pinterest. As a result, investors have also turned their attention and money elsewhere, causing the share price to languish well below its IPO price for many years. …
View PostThe market operates in cycles. Things heat up; things cool off. When people tell you to “look through the cycle,” they are referring to the need to ignore the short-term fluctuations and invest in high-quality companies that will do well over an extended period. I often reference Microsoft as a powerful example of this. It is the only company that …
View PostCapitalism. It’s a double-edged sword. On one hand, people are rewarded for being innovative and hard-working, finding new solutions and improving our productivity, health and wealth as a species. On the other hand, greed and destructive competition often come into play, potentially enriching only a handful of people at the expense of others. This is why regulation is important. As …
View PostIn July, the chairman of the United States House Judiciary Subcommittee on Antitrust called Amazon, Facebook, Google and Apple “emperors of the online economy” that “enjoy the power to pick winners and losers, shake down small businesses and enrich themselves while choking off competitors”. It laid the foundation for what would come next: on October 20th, the U.S. Department of …
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