tim@emorningcoffee.com
"New Tech" / WFH Companies: Week 3
Covered this week are six high fliers: Appian, Fastly, Palantir, Roku, Shopify and Twilio
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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
Feb 8, 20217 min
"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.
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tim@emorningcoffee.com
Feb 1, 20219 min
"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,...
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tim@emorningcoffee.com
Jan 27, 202111 min
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
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tim@emorningcoffee.com
Jan 21, 20216 min
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.
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tim@emorningcoffee.com
Dec 15, 202011 min
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?
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tim@emorningcoffee.com
Nov 10, 20207 min
Two Stocks: Shopify and Peloton
DISCLAIMER: Below are my opinions on two stocks, SHOP and PTON. I am not a research analyst or a registered investment advisor, and the...
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tim@emorningcoffee.com
Oct 28, 202015 min
US Postal Service (and Absentee Ballots)
President Trump is right in his desire to restructure the USPS albeit not necessarily for the right reasons.
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tim@emorningcoffee.com
Sep 15, 20204 min
SoftBank, ARM, Nvidia (and Vision Fund) - not as good as it looks
The harsh reality though is that the transaction end-to-end does not result in a particularly good outcome for the company or Vision Fund.
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