Picture credit: Jason Howle Since the computer’s massification, the way people deal with information has been shifting at a steady pace. If we could go back in time and see how people used information in the 70’s and compare it with the present, we would be astonished with the transformation. In the beginning, it was the… Read More Social Media: The age of information will amplify investors’ biases
Photo credit: KiwiDandy Stemming from the Brexit, the main consequence for Great Britain will be the drop in value of the GBP. Brexiters often argue that this is not a problem and it could even be positive. Their line of reasoning lies on the assumption that a drop in value of the GBP will… Read More The Brexit pitfall – The housing market
Summary The zero interest rate era generated low demand on this asset class. The end in QE3 followed by the problems in China and the bust in oil price decreased investors’ appetite for the US stock market. Naturally, capital flowed to more interesting opportunities. Venture capital was among them. Several dynamics are now simultaneously at… Read More Recipe For Gold Alchemy: The Venture Capital Boom And Bust, China And Brexit
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?