There are serious risks in Intel’s plan to dominate the self-driving market

Intel’s plan to become the leader in self-driving seems a great idea on paper. No one doubts there is a bright future for self-driving cars and Intel wants to lead the pack. However, the acquisition doesn’t come without serious risks. For starters, Intel has made huge commitments in areas outside its traditional desktop and laptop… Read More There are serious risks in Intel’s plan to dominate the self-driving market

Tesla: 3 Things that I’ve learned from the 2016 results

Income statement will keep evolving in the following years Tesla’s 16Q4 results are out and they are, basically, meaningless. The next couple of quarters won’t give much of an idea about the Income Statement in the long-term. Solar City acquisition will take time to digest and there are more variables that will increase its complexity.… Read More Tesla: 3 Things that I’ve learned from the 2016 results

Tesla Production Problems Might Become Its Biggest Strength

Summary Tesla has been hit by the difficulties inherent to mass production. However, Musk is known for breaking down problems and engineering state-of-the-art solutions. The timing to create a competitive advantage in production might be close to perfect. With Trump focused on enforcing US-based manufacturing on auto producers, Tesla might be positioned to benefit from… Read More Tesla Production Problems Might Become Its Biggest Strength

Sell or Buy More: An Approach for Money Management

Sell or buy more is one of the most sound advices in money management that I’ve ever heard. Basically, every time you are reassessing your stock holdings and find a stock underperforming heavily, you should ask yourself: should I sell or buy more? To implement this framework, one must always keep some ammunition available, which… Read More Sell or Buy More: An Approach for Money Management

Why Tesla will be the only tech company succeeding in making cars

The idea of having companies, in the world’s most innovative geography, trying to reinvent an old industry, seems very alluring. Theoretically, it makes sense. Traditional companies in the century-old auto industry seem to have become crystallized, without the necessary nimbleness to bring about revolutions. Consequently, during the last couple years, tech companies started flocking into… Read More Why Tesla will be the only tech company succeeding in making cars

How to take advantage of a global mess? Burberry Group plc

(Image: A. Davey) The big picture Before embarking on stock picking exercises, let’s take a look at the macro environment. The general market is still living under the weight of several uncorrected excesses and it has only been authorities’ intervention that has kept the whole system together. Now and then, the financial system look at… Read More How to take advantage of a global mess? Burberry Group plc