tim@emorningcoffee.com
Coinbase: Cryptos Gain Steam
Coinbase listed on Weds via an innovative direct listing. It is an interesting company with a super-rich valuation, cryptocurrency-focused.
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Home: Welcome
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
Apr 8, 20217 min
Revisiting the High Flyers
This article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.
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tim@emorningcoffee.com
Mar 16, 202113 min
SPAC's, the Rage of Today
What do Virgin Galactic, Nikola, DraftKings, Fisker and QuantumScape all have in common? They all went public by merging with a SPAC.
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tim@emorningcoffee.com
Mar 11, 202112 min
ARK Invest and Cathie Wood
ARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?
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tim@emorningcoffee.com
Mar 8, 20216 min
"New Tech" / WFH Companies: Week 6 (DOCU & CRWD)
All about Docusign (#DOCU) reporting Mar 11th and CrowdStirke (#CRWD) reporting Mar 16th, the last of the 22 high flyers.
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tim@emorningcoffee.com
Mar 5, 20214 min
Results: Week 5 "New Tech" / WFH Companies
The four companies featured in Week 5 "New Tech"/ WFH Companies" have reported, and this is the update including ZM, LMDN, SE and SNOW.
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tim@emorningcoffee.com
Mar 1, 202110 min
"New Tech" / WFH Companies: Week 5
In week 5 of the high flyers, I present four companies reporting earnings this week: Zoom, Lemonade, Snowflake and Sea Limited.
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tim@emorningcoffee.com
Feb 22, 202113 min
"New Tech" / WFH Companies: Week 4
4th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!
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tim@emorningcoffee.com
Feb 19, 20212 min
Results: Week 3 "New Tech / WFH Companies
All six “new tech” / high flyers I wrote about earlier this week (Feb 15th) have now released their earnings.
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