Shares of Tesla(NASDAQ:TSLA) have skyrocketed recently. The stock is up more than 110% over the past three months, giving the company a market capitalization of about $96 billion. That compares with Ford’s market capitalization of $37 billion and General Moto…
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Month: January 2020
BlackRock’s Assets Blow Past $7 Trillion in Milestone for Investment Giant – Wall Street Journal
BlackRock Inc.s assets surpassed $7 trillion for the first time, putting the spotlight on the worlds largest money managers growing reach. The investment giant enters 2020 after a record year of net inflows. A flood of investor money into the firms fixed-in…
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Netflix: big data and playing a long game is proving a winningstrategy
NurPhoto via Getty Images I have written on several occasions about Netflixs use of data analysis and how this strategy has given it a clear advantage over traditional approaches based on studio executives gut feeling. We now have tangible evidence of the su…
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Tesla’s Decidedly Mediocre Margin
This is another boring, boneheaded article about Teslas (TSLA) fundamentals. In it, I demonstrate why, once stripped of accounting gimmickry, Teslas gross margin is far lower than the reported number, and is, at best, undistinguished relative to its competito…
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Phase 1 Done: I See A Sell On The News Event, I’m De-Risking And Shorting
I have been warning you of the melt-down phase for a while now I’m not sure this is it, but I do feel that at the very least the indexes need to rest at some point. I’m no longer comfortable just going long. All I can say is, trust your instincts but make su…
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