One of the UK’s best performing stocks in recent memory has yet to recover from the coronavirus crisis, does it present an opportunity?
When bubbles pop, even the winners are in the wilderness.
Norway’s hottest ESG stock has been a tear, but the story is almost too good to be true.
Dot-comedy makes a fool of us all.
It’s time to admit that a company’s share price matters.
A quick follow-on from our post Tuesday.
Everywhere you look, tech is expensive. It’s just the US has a far higher exposure to the sector than other developed markets.
A few thoughts on the former Marathon Asset Management man’s Costco pitch from 2004.
Morgan Stanley’s latest CIO survey isn’t good news for the hottest segment of the US tech sector.
On the impossibility of future earnings.
A quick look at a new working paper on the coronavirus pandemic’s effect on equities.
The ultimate stay-at-home stock is priced to perfection. And that might be a problem.
What to do when earnings are evaporating?
Light-touch regulation begets a light-touch response.
Now is not a time for regulators to play politics.
Bears have their picnic stolen.
Apart from the share price, what’s new?
Beware the beret bubble in Canadian company facing the Amazon threat
The troubled food delivery business is up for sale, but at what price?
¯\_(ツ)_/¯
Where does the EM discount come from?
What tighter regulation might mean for Google’s all-conquering advertising business.
Ben Inker thinks value’s pain train will come off the rails soon.
Well, sort of.
Adam Neumann’s exit as CEO is the start of a painful journey for the deflated unicorn.
Caro-Kann Capital weighs in on the ligation finance company.
Missing: the economics of WeWork’s mature locations.
“150% to 300% Upside in 3 to 4 Years”.
“The ECB has to do something, because it’s the only one that will” is not an argument.
When enterprise value is more than half the total addressable market.
