Swipechain

  To market to market to buy a fat pig. Phew, we survived super earnings Thursday. Given their huge growth rates, coupled with high expectations, tech stocks are always the most exciting earning events. It has been known to happen where a tech stock, particularly those belonging to 'FANG', can rocket 20% or slump 20% … Continue reading Swipechain

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This Elephant can Dance

  To market to market to buy a fat pig. Earnings galore coming from the US. What a time to be alive! Not because companies are releasing earnings, they do that every quarter. But because the earnings coming through are looking fantastic. Alphabet (Google) grew sales by 24% off a massive base. This equated to … Continue reading This Elephant can Dance

Big Johnson

"He (Robert Johnson) went into business with a fellow called Seabury, back in 1873, selling medicated plasters. In other words, the precursor to the bandaid. In a few short years they were a global business, Robert promptly went to the World Fair in Philadelphia in 1876, where a large gathering of doctors (the biggest in … Continue reading Big Johnson

20 000!

"You can check out another *nice* milestones piece, from the first time the Dow crossed 1000 points in 1972 to present day. 1000 point milestones of The Dow, and then a table for ease of use The Dow's milestones. Just inside of 15 years to double from 1000 to 2000 points. From 2000 to 4000 … Continue reading 20 000!

Johnson!

"The company has more cash than any of their peers, 40 billion Dollars relative to a market cap of 318 billion sounds a little like a tech business, not so? And a bit of a "lazy" balance sheet. The conclusion of the piece is that the shift towards the biggest division, the pharma division, is … Continue reading Johnson!