Lately, Warren Buffett has been investing in tech related companies. Several market participants are confused about what that means. Most likely, the moves are influenced by Ted Weschler and Todd Combs. However, this does not has to mean a shift in investing approach. Most likely, it is a subtle shift in perspective Photo credit: Fortune… Read More How to explain Berkshire’s investment in Apple?
Photo Credit: 3D Systems As the dust settles around 3D Systems, investors need to understand what will be the new company direction. The first quarterly conference call featuring Vyomesh Joshi provided good clues about the strategic vision for the company. The first impressions point to a shift in focus from tech to business model fine-tuning.… Read More Where Do We Go Now? Vyomesh Joshi Starts Unveiling 3D Systems’ Future [SA Exclusive]
Photo credit: Masaru Kamikura Re/code reports that Intel (NASDAQ:INTC) has invested $10 billion in its mobile unit over the last 3 years. Now, the company is throwing in the towel on this endeavor. After last week’s announced layoff, this is another set of negative signs coming from the giant chipmaker. The management team seems to… Read More Is Intel Losing Its Head? [SA Exclusive]
Photo credit: caleb kung Coach is a classic case of investing in a turnaround. However, Investing in turnarounds has two main sentimental risks: markets sentiment and investors falling in love with the company. Coach Q3 results indicate that a successful turnaround is not far away. Brand and management were essential to achieve positive results. Regularly,… Read More Coach Is Back! Is This The Beginning Of a New Era?
3D Systems ($DDD) has chosen Vyomesh Joshi to lead the company. Most likely, the company is rebooting. Probably, it will lose some visibility due to a low-profile strategy compared to the previous one. The strategy followed by the previous CEO had the mass-market allure which was one of the catalysts that brought the 3D printing… Read More Can Business to Business (B2B) Bring 3D Systems To a Whole New Level?
To say that European banks’ performance has been disappointing, is an understatement.
Since the European debt crisis started, the S&P 500 appreciated more than 100%, while Santander (SAN) and Deutsche Bank (DBK) lost more than 50%. The difference in relative performance is brutal.… Read More Why Are European Banks Performing Badly? The Santander Case
Peugeot announced profits around EUR 1.2 billion (USD 1.3 billion) in 2015. These are great results, well above expectations especially those in the beginning of the turnaround. Many investors were pessimistic about the success probability of the turnaround strategy. I wasn’t among them. Back in 2014, I covered the capital hike and the new shareholder… Read More Peugeot turned a profit: How they’ve made it out of the woods