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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
Sep 15, 20204 min read
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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tim@emorningcoffee.com
Sep 9, 20208 min read
Tech Unravels: Now What?
The unusual price action has been attributed to “Robinhooders” (pseudonym for a broader constituency meaning unsophisticated retail), the Fe
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tim@emorningcoffee.com
Aug 27, 202011 min read
FAANG+M: "Up, Up & Away"
FAANG+M are now 27% of the S&P 500, collectively returning 51.9% YtD, vs the rest of the index - the "S&P 494" - which is down 3.1%.
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tim@emorningcoffee.com
Jul 16, 202023 min read
The SoftBank Vision Fund: Trials and Tribulations
The SoftBank Vision Fund has had an interesting albeit short history, as the world's largest venture capital firm.
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tim@emorningcoffee.com
May 19, 20204 min read
FAANG+M - These Stocks are (Still) Killin' It!
The acronym, “FAANG+M” refers to Facebook, Apple, Amazon, Netflix, Google (Alphabet) and Microsoft.
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tim@emorningcoffee.com
May 12, 202016 min read
The Airline Industry - Are Bailouts Justified?
One of the industries that has been most adversely affected by the economic stoppage due to COVID-19 has been the passenger airline industry
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tim@emorningcoffee.com
Apr 23, 20207 min read
Discover Financial Services' 1Q2020 Results (and a bit about Visa and Mastercard too)
A quick lock at the 1Q2020 results of Discover Financial Services (and at VISA and Mastercard - pending - too). #dfs #visa #mastercard #axp
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tim@emorningcoffee.com
Apr 17, 20209 min read
Netflix Part 2 - My Thoughts on Valuation
This is the second instalment containing my thoughts on Netflix, which is hovering near its all-time high
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tim@emorningcoffee.com
Apr 8, 20207 min read
A Look at Credit Card Companies
This post is a look at the four largest credit card companies: VISA, MasterCard, American Express and Discover Financial Services.
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