tim@emorningcoffee.com
Portfolio update: 3Q2024
This is the update of my personal portfolio for the most recent quarter ended September 30, 2024.
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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
Jul 248 min
Portfolio update: 1H2024
This is an update of my personal portfolio performance in 2Q2024 and 1H2024, good on the surface but worse than the indices would suggest.
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tim@emorningcoffee.com
May 214 min
Is fine wine a good investment?
The 2024 en primeur campaign for Bordeaux is just starting. But is fine wine really a good investment? I don't think so anymore.
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tim@emorningcoffee.com
Apr 108 min
Portfolio update: 1Q2024
This is an update about my personal portfolio during and at the end of 1Q2024. It also discusses performance which I consider disappointing.
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tim@emorningcoffee.com
Mar 188 min
Anti-obesity medications: part 3, valuations of LLY and NVO
This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.
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tim@emorningcoffee.com
Mar 147 min
Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk
Eli Lilly (LLY) and Novo Nordisk (NVO) have been large players for decades in the market for diabetes medications and are currently...
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tim@emorningcoffee.com
Mar 127 min
Anti-obesity medications part 1: the market for anti-obesity drugs
This article is being published in instalments, of which this is the first, for context. INTRODUCTION Two macrotrends have been drivers...
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tim@emorningcoffee.com
Mar 54 min
Revisiting gold as an asset class
This is a guest post about gold, penned by online investment firm BullionVault. Gold has just pierced $2,100/oz, reaching a record high.
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tim@emorningcoffee.com
Feb 279 min
Berkshire Hathaway: 2023 results and the path forward
Berkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.
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