tim@emorningcoffee.com
Saudi Aramco: Long May the Fantasy Continue
Saudi Aramco has traded up two straight days, vindicating – at least inside the closed world of KSR - that the company is certainly worth...
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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
Dec 6, 20191 min
Saudi Aramco IPO is born!
The Saudi Aramco IPO has been priced, giving the company a valuation of $1.7 trillion off an order book that apparently was 4.7x...
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tim@emorningcoffee.com
Dec 4, 20191 min
#Twitter Is About to Join the HY Party
Twitter is planning to issue a HY bond this week, led by JP Morgan. I believe this is probably good value should it be issued at 4-1/2%...
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tim@emorningcoffee.com
Dec 2, 20191 min
Amazon (again), but read post before this one first
After researching and writing the post below, I came across an interesting article in the New York Times this morning regarding how #AMZN...
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tim@emorningcoffee.com
Dec 1, 20193 min
Amazon: Loved and Hated (but Loved More)
On Friday the BBC and several other news sources reported on Black Friday protests at several of Amazon’s facilities in France, related...
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tim@emorningcoffee.com
Nov 21, 20192 min
Lyft’s Philosophy is Different than Uber's (and others)
I just watched a 7-minute interview on CNBC with John Zimmer, co-founder and president of Lyft. Recall that Lyft went public earlier...
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tim@emorningcoffee.com
Nov 19, 20192 min
Saudi Aramco: A Valuation in Excess of $1.4 Trillion is Simply Too Much (And That Might be Generous!
I have done some high level work on the Saudi Aramco (“Aramco”) IPO, some with reference to the five international oil companies...
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