tim@emorningcoffee.com
A quick look at MicroStrategy (MSTR)
MicroStrategy (MSTR) has had an amazing run since it adopted its Bitcoin accumulation strategy in Aug 2020. Has it run too far too fast?
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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
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tim@emorningcoffee.com
Mar 188 min read
Anti-obesity medications: part 3, valuations of LLY and NVO
This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.
550
tim@emorningcoffee.com
Mar 147 min read
Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk
Eli Lilly (LLY) and Novo Nordisk (NVO) have been large players for decades in the market for diabetes medications and are currently...
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tim@emorningcoffee.com
Mar 127 min read
Anti-obesity medications part 1: the market for anti-obesity drugs
This article is being published in instalments, of which this is the first, for context. INTRODUCTION Two macrotrends have been drivers...
1230
tim@emorningcoffee.com
Feb 279 min read
Berkshire Hathaway: 2023 results and the path forward
Berkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.
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tim@emorningcoffee.com
Feb 205 min read
Revisiting semi-conductors
This article takes a quick look at the semi-conductor value-chain, including chip designers, fabricators and chip machinery makers.
730
tim@emorningcoffee.com
Mar 13, 202312 min read
The end of Silicon Valley Bank
Silicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?
2020
tim@emorningcoffee.com
Sep 22, 20226 min read
Tesla: as resilient as ever
Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?
1060
tim@emorningcoffee.com
Aug 30, 20229 min read
Revisiting Saudi Aramco
Saudi Aramco did a much-watched IPO in Dec 2019. This article looks at the performance of the shares since the IPO (and other IOCs).
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