Not all tech companies are created equal

You know by now that the lockdown period was great for many tech companies. Although “tech” is used as an umbrella term all the time, it’s something of a misnomer to do so. The companies that did well typically offer consumer apps or enterprise cloud solutions. Some software companies also did well and there were of course outliers like video …

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Not all tech companies are created equal

You know by now that the lockdown period was great for many tech companies. Although “tech” is used as an umbrella term all the time, it’s something of a misnomer to do so. The companies that did well typically offer consumer apps or enterprise cloud solutions. Some software companies also did well and there were of course outliers like video …

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Is a good company always a good investment?

This question was posed to me last week by a reader and makes perfect sense. Simply put, is it always true that a strong company with a great brand and solid products is also an attractive investment? Immediate logic dictates that the answer must be yes – after all, the world’s most famous companies are almost indestructible, aren’t they? Isn’t …

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Netflix and Chill-vest

Subscriber growth in the first quarter of 2020: 15.77 million. That’s a big number. $14.17 billion is also a big number. That’s how much debt Netflix had at the end of March. They’ve just announced a debt raise of another $1 billion in junk bonds, so it’s only getting larger. Netflix is an investment anomaly, to be honest: The valuation …

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