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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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Tesla (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.com
Jan 7, 20206 min read


Bloomberg 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.com
Jan 2, 20203 min read


Cannabis (and - as an aside - The Motley Fool) - UPDATE
February 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...

tim@emorningcoffee.com
Dec 18, 20198 min read


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...

tim@emorningcoffee.com
Dec 12, 20192 min read


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...

tim@emorningcoffee.com
Dec 6, 20191 min read


#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%...

tim@emorningcoffee.com
Dec 4, 20191 min read


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...

tim@emorningcoffee.com
Dec 2, 20191 min read


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...

tim@emorningcoffee.com
Dec 1, 20193 min read


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...

tim@emorningcoffee.com
Nov 21, 20192 min read
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