For South Africans, Domino’s Pizza is associated with business failure. Taste Holdings operated the brand in this country under a master franchise agreement and it simply didn’t work. They couldn’t even sell the operation last year; it was put into voluntary liquidation and the assets were auctioned off. It was a sad and sorry end to the Scooters Pizza brand, …
View PostFor South Africans, Domino’s Pizza is associated with business failure. Taste Holdings operated the brand in this country under a master franchise agreement and it simply didn’t work. They couldn’t even sell the operation last year; it was put into voluntary liquidation and the assets were auctioned off. It was a sad and sorry end to the Scooters Pizza brand, …
View PostWhether you trade bonds or not, the yield curve has an important impact on all the assets in your portfolio. Valuations of shares are significantly impacted by changes in interest rates, driving up- and down-cycles that you don’t want to get on the wrong side of, regardless of your stock picking abilities. In Episode 31 of Magic Markets, the hosts …
View PostWith US markets facing incredible volatility under the realities of inflation and poor jobs data, much of the risk money has moved from equities into cryptos. This has left many tech investors scratching their heads, down 20% or even 30% on stocks with exciting prospects. In episode 25 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the …
View PostIn Episode 15 of Magic Markets, The Yield Curve-ball, The Finance Ghost and Mohammed Nalla (moe-knows.com) discuss the impact of a steepening US Treasuries curve and what it all means. Topics discussed include: The basics of bonds Corporate vs. government bonds Whether bonds are good investments The impact of the yield curve on equity valuations Impact on gold Episode 15 of …
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 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 PostSubscriber 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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