Be cautious of Blue Ocean multiples
- Global
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Airbnb, Blue Ocean Strategy, Company strategy, Electric vehicles, Growth, Growth investing, Growth strategy, Growth strategy, Tesla, Zoom
- December 31, 2020
You may well recognise the term Blue Ocean Strategy. It’s the redacted name of an iconic strategy book written by W Chan Kim and Renée Mauborgne: Blue Ocean Strategy – How to Create Uncontested Market Space and Make the Competition Irrelevant. I know what you’re thinking. It sounds like the stuff your annoying mate doing his MBA tries to tell …
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Is the IPO market too hot?
- Global
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Airbnb, DoorDash, Facebook, Initial Public Offering, IPO, Microsoft, Netflix, Snap, Snap, Snowflake, Tesla, Uber, Warren Buffett, Zoom
- December 14, 2020
The 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 …
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Vaccine volatility – what have investors done?
- Global, South Africa
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American Airlines, Aspen, Carnival Corporation, Gold, Netflix, Pfizer, Sasol, TripAdvisor, Vaccine, Zoom
- November 9, 2020
Today was a monumental day on the markets. Pfizer announced that its Covid-19 vaccine has been found to be 90% effective, comfortably the most important scientific breakthrough thus far in the fight against the virus. Now, your immediate reaction might be to buy Pfizer shares. Funnily enough, at time of writing, Pfizer was only up 6% after the news. That …
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