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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Car market fires on all cylinders in Q3

One of the themes in the latest raft of corporate earnings is that the automotive sector’s engine is starting to rev again. The driver of the recovery is China, with the horrors of lockdown seemingly long forgotten. Western nations are dealing with renewed pandemic issues, as countries like the UK get locked down again. The purchase of a new car …

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Car market fires on all cylinders in Q3

One of the themes in the latest raft of corporate earnings is that the automotive sector’s engine is starting to rev again. The driver of the recovery is China, with the horrors of lockdown seemingly long forgotten. Western nations are dealing with renewed pandemic issues, as countries like the UK get locked down again. The purchase of a new car …

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Car market fires on all cylinders in Q3

One of the themes in the latest raft of corporate earnings is that the automotive sector’s engine is starting to rev again. The driver of the recovery is China, with the horrors of lockdown seemingly long forgotten. Western nations are dealing with renewed pandemic issues, as countries like the UK get locked down again. The purchase of a new car …

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Tesla: best quarter in history

Tesla has released its much-anticipated Q3 results. “Alright, so Q3 was our best quarter in history.” Those were the opening words of Elon Musk on the Tesla Q3 earnings call. A sales record combined with free cash flow of $1.4bn is certainly impressive, but as ever I remain concerned about the hype around this company which does not operate in …

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