Market Scorecard Trade war tensions are rising as the EU announced that they would raise tariffs against US products in response to Trump's tariffs. Higher prices mean that people will buy fewer products on both sides of 'the pond'; leading to lower taxes and lower economic growth. You can understand why the EU has … Continue reading Cry the Beloved NHI
To market to market to buy a fat pig. On Friday night, while eating supper my phone had a notification pop up saying that Jeff Bezos's NAV had just crossed $100 billion, the first time since 1999 when Bill Gates crossed that mark. Bill Gates is currently second on the Bloomberg Billionaires Index, he … Continue reading Bezo$
To market to market to buy a fat pig. Friday was Naspers day. Thanks in part to Tencent rising 3% on Friday, Naspers was up over 4% at a stage and closed up 3.6%. What is amazing is that we still have 6-weeks left of the year and the stock is up 90%; it … Continue reading Naspers 4000
To market to market to buy a fat pig. The first stock that comes to mind when people say, 'Blue Chip' is GE. On Friday, the stock wasn't behaving like a blue chip company at all. The company reported below-par 3Q numbers before the market open on Friday morning, causing the stock to open … Continue reading Mediclinic Makes Inspired bid
To market to market to buy a fat pig. The Dow broke through 23 000 points yesterday. Even though it is just a number, which has no real difference from 22 999 or 23 001, it is nice to have milestones. Having markers allows us to see where we have come from and the … Continue reading Patient on Mediclinic
"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
