tim@emorningcoffee.comApr 108 minPortfolio update: 1Q2024This is an update about my personal portfolio during and at the end of 1Q2024. It also discusses performance which I consider disappointing.
tim@emorningcoffee.comMar 188 minAnti-obesity medications: part 3, valuations of LLY and NVOThis 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.
tim@emorningcoffee.comMar 147 minAnti-obesity medications part 2: the duopoly of Eli Lilly and Novo NordiskEli Lilly (LLY) and Novo Nordisk (NVO) have been large players for decades in the market for diabetes medications and are currently...
tim@emorningcoffee.comMar 127 minAnti-obesity medications part 1: the market for anti-obesity drugsThis article is being published in instalments, of which this is the first, for context. INTRODUCTION Two macrotrends have been drivers...
tim@emorningcoffee.comMar 54 minRevisiting gold as an asset classThis is a guest post about gold, penned by online investment firm BullionVault. Gold has just pierced $2,100/oz, reaching a record high.
tim@emorningcoffee.comFeb 279 minBerkshire Hathaway: 2023 results and the path forwardBerkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.
tim@emorningcoffee.comFeb 205 minRevisiting semi-conductorsThis article takes a quick look at the semi-conductor value-chain, including chip designers, fabricators and chip machinery makers.
tim@emorningcoffee.comJan 256 minPortfolio update Dec 31, 2023 (4Q23 and FY 2023)This article provides a 4Q23 update on my personal portfolio. I was conservatively positioned going into an unexpectedly strong quarter.
tim@emorningcoffee.comJan 231 minSome investment "thoughts" to start off the new year2023 was an amazing year for nearly all traditional asset classes around the world. Can this carry-on? This article covers my thoughts.