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 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 PostI love a good investment megatrend. Your chance of success is so much higher when you invest in a growing industry rather than trying to find the last surviving fish in a shrinking pool. Back in July, I wrote here that gaming was doing incredibly well over lockdown and that the trend may continue. Whenever a large group of people …
View PostI love a good investment megatrend. Your chance of success is so much higher when you invest in a growing industry rather than trying to find the last surviving fish in a shrinking pool. Back in July, I wrote here that gaming was doing incredibly well over lockdown and that the trend may continue. Whenever a large group of people …
View PostMicrosoft released Q1 earnings this week. No, your eyes are not deceiving you. Whilst the current earnings season is called the “Q3 season” by most people to align with the calendar year (i.e. covers the period July – September), companies with year-ends other than December won’t be calling this Q3. Microsoft’s year-end is July, so this is a Q1 result …
View PostMicrosoft released Q1 earnings this week. No, your eyes are not deceiving you. Whilst the current earnings season is called the “Q3 season” by most people to align with the calendar year (i.e. covers the period July – September), companies with year-ends other than December won’t be calling this Q3. Microsoft’s year-end is July, so this is a Q1 result …
View PostWell, that was a rather busy weekend. Not only did Bytedance choose Trump’s favourite Oracle as the preferred bidder for TikTok’s US operations, but NVIDIA continued to shine with an acquisition of a leading smartphone CPU manufacturer. Let’s start with TikTok, the social media sensation of 2020. TikTok visits the Oracle In case you missed it, Donald Trump’s general mistrust …
View PostDonald Trump threw TikTok’s future into the abyss when he announced on 6th August that the app would effectively be banned in the US in mid-September. He then issued a separate order which gave TikTok’s parent company Bytedance just 90 days to sell TikTok’s US operations and data. And there you were thinking that only the South African government cares …
View PostDonald Trump threw TikTok’s future into the abyss when he announced on 6th August that the app would effectively be banned in the US in mid-September. He then issued a separate order which gave TikTok’s parent company Bytedance just 90 days to sell TikTok’s US operations and data. And there you were thinking that only the South African government cares …
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