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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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"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.
tim@emorningcoffee.com
Mar 1, 202110 min read
"New Tech" / WFH Companies: Week 4
4th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!
tim@emorningcoffee.com
Feb 22, 202113 min read
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.
tim@emorningcoffee.com
Feb 19, 20212 min read
"New Tech" / WFH Companies: Week 3
Covered this week are six high fliers: Appian, Fastly, Palantir, Roku, Shopify and Twilio
tim@emorningcoffee.com
Feb 15, 202110 min read
"New Tech" / WFH Companies: Week 2
In one way or another, all [21] of these companies tend to be disrupters and many have benefited from the pandemic.
tim@emorningcoffee.com
Feb 8, 20217 min read
"New Tech" / WFH Companies, Week 1
DISCLAIMER: Below are my opinions on three stocks: MTCH, PTON and PINS. I am not a research analyst or a registered investment advisor,...
tim@emorningcoffee.com
Feb 1, 20219 min read
Shorts and GameStop
There is a growing crescendo of stories in the financial press these days regarding short sellers, and the role that short sellers play in t
tim@emorningcoffee.com
Jan 27, 202111 min read
FAANG+M Stocks: More of the Same
FAANG+M still performing, and performing strongly even if not as "sexy" as many new tech momentum names. Check out this update.
tim@emorningcoffee.com
Jan 21, 20216 min read
IPOs and the story of DoorDash and AirBnB
s it possible that DoorDash (market cap of $55.6 billion) is worth more than Dominos and Chipotle combined?
tim@emorningcoffee.com
Dec 15, 202011 min read
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