tim@emorningcoffee.comMar 10, 20207 minProfile: Fundana Asset ManagementFundana is a Geneva-based hedge fund-of-fund manager with a long history and strong track record
tim@emorningcoffee.comFeb 14, 202010 minNetflix, Part 1 - "Riding the Wave"This post discusses Netflix, the world's leading streaming company and increasingly a content company to be reckoned with. Part 1 of 2 posts
tim@emorningcoffee.comFeb 13, 20202 minTesla - $2 billion secondary offeringTesla is offering $2 billion of shares in a secondary offering. This is contrary to what E Musk said 2 weeks ago, but it's the right move.
tim@emorningcoffee.comFeb 5, 20205 minFAANG stocks + MSFT: It's been an incredible journeyLet me start this post by saying it is difficult for me not to focus on the incredible – and nearly daily – increase in the price of...
tim@emorningcoffee.comJan 20, 20207 minFlybe: The U.K. Government should not support this airline (unless it supports others)On January 14th, the precarious financial position of UK domestic airline Flybe was disclosed by several news services, including the...
tim@emorningcoffee.comJan 10, 20202 minTesla Again: Too Much, Too Fast (But Perhaps Too Soon)I feel compelled to comment on my last blog post from Monday regarding Tesla, mainly because the shares have rallied further since I...
tim@emorningcoffee.comJan 7, 20206 minTesla (TLSA): I Like The Company But Not At This (Inflated) Price?Disclosure: I have owned Tesla (TLSA) shares in the past but sold them over one year ago and made money; however, I did not make as much...
tim@emorningcoffee.comJan 2, 20203 minBloomberg reports private equity "dry powder" at record high - not sure this is a good thing!Having read this article from #Bloomberg this morning – “Private Equity is Starting 2020 With More Cash Than Ever Before” - on the amount...
tim@emorningcoffee.comDec 18, 20198 minCannabis (and - as an aside - The Motley Fool) - UPDATEFebruary 11, 2021 I wrote the article below in mid-December 2019, but since pot stocks are the fad at the moment, I thought I would run...