"Mediclinic released their full year numbers during the course of yesterday. We all had a very solid look at these, this is the first year that the integration is all comparable. Remember that the company reversed into the Al Noor listing and then converted your shares of Mediclinic to Mediclinic international." To market to … Continue reading Al Moer
"I really feel that Amazon now have the size and scale for world domination. The Prime membership is genius. You have 80 million users who have logged in their credit card details. All it takes is one click to make a purchase. You can attract more subscribers with incredible content such as movies, series, gaming … Continue reading Amazing Amazon
"There is no other company that is written about as much as Tesla, perhaps Apple is right up there. It is no coincidence that both companies make beautiful things and were/are spearheaded by obsessive leaders." To market to market to buy a fat pig Stocks in the city founded on a monster pile of … Continue reading The Tesla Coil
"A poor January in Abu Dhabi, those are the Al Noor assets, which are going to be rebranded in due course, they will take a 140 million AED, or 500 million Rand charge in the rebranding process, a non cash event. Expectations are for full year revenues from the middle east operations to be 3 … Continue reading As Good As Your Last Deal
"Why is this the case? Are people suddenly going to stop buying iPhones, renewing their Microsoft Office 365 subscriptions, no more Amazon online orders and no more search (and by extension adverts)? No. Not at all." To market to market to buy a fat pig Something different happened last night. The so called FANG … Continue reading Trumpacula bares FANGS
"Another big story still doing the rounds is Twitter, we suggested that there may be someone else, and it emerges that Disney is rumoured to be looking at the 140 character news stream. More than a cursory glance. Trolls and princesses? The trolls of course are from Twitter, Disney has more happily ever afters than … Continue reading Happily Ever Twitter
"The pundits were left scratching their heads Friday, markets sold off aggressively and suddenly there needs to be a reason, as this is serious. Was it the statements from Fed officials that were interpreted as hawkish, i.e. rates are up sooner rather than later. Was it a roll over of the ECB not "doing enough"? … Continue reading It’s Down Because It’s Down
"A rights issue, the buying of Al Noor, reversing into the London listing and on top of it all, the confusion amongst retail investors of what their actual price is for the stock. We can deal with all of those briefly" To market to market to buy a fat pig As you were. Sell … Continue reading Mediclinic still look healthy
"And she may give some insight as to the path of their trajectory based on the data that they see. I was reading a Bloomberg article that suggested that the rate hike probability in March has gone from 50 percent at the beginning of the year (that is 40 days ago) to around 2 percent … Continue reading Banks Stank
"Equally Benjamin Graham advocated avoiding companies with cyclical earnings, the troughs are too deep, the peaks are too high. To paraphrase blogger Cullen Roche, a bet on commodities is a bet against humanity. The whole idea is that we can continue to do more with less, going into the future. For the time being … Continue reading Steady as she goes
