22 April 2021
Following on from the recent theme of “top fives”...
9 April 2021
While the relief may be temporary, the previous rotation...
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We answer some of the most frequently asked questions about valuation statements.
Shares in Aston Martin fell sharply on debut, at Tesla they have been going up. Should investors put their money into either company, or both?
According to a recent report, an Apple car will be available by 2024, what does this mean for investors, and will there be rivalry between Apple and Tesla?
Tesla surprised the markets with much better than expected results, yet still the cynics remain unappeased. They are missing the point.
At face value there is no good reason for the doubling in the Tesla share price seen so far this year. Look a little closer, however, and the reason becomes clearer.
Tesla shares are currently $427. If recent comments from an analyst are right, they could increase 30-fold by 2024.
Tesla critics line‐up and say the company is massively overvalued. They miss the point; I think Tesla shares are far from peaking; let's see what battery day brings.
While share prices collapse, some companies remain immune to the sell-off.
Escalation of the pandemic in India and reports of planned tax hikes in the US are keeping the lid on market exuberance
With the Tesla share price soaring, its CEO and famous entrepreneur, Elon Musk, is now worth more than Warren Buffett. Should investors start mimicking Musk’s behaviour rather than Buffett’s?
With a handful of exceptions, the last five years has been awful for shares in car companies: are any worth a punt? Electric cars may fuel the fires.
It’s the acronym that looks like being the next big thing — it stands for, well read on, some of the world’s best performing stocks make up the number.
Is it time to ditch the FAANGs? Should investors look for a new set of companies: the TANDs? I think it is time to look further forward that that.
Electric cars are slowly happening, right? Wrong: their rise to dominance will see a sudden spurt. Investors must not be caught napping on this one.
Technology stocks were hyped to extraordinary valuations. Is this the end? Is the game up?
Four companies make up the TANDs and the FANGS and five make up ATLAS, which (if any) of these groups will see the best performing techs post-Covid?
You might not be able to afford an Aston Martin, but maybe you can buy a small slice of them, as they announce an IPO. But is Aston Martin fit for the digital age?
A good time to buy is often at the moment of optimal crisis. The auto industry has been having its troubles of late; does that mean now is a good time to buy?
Outlining an unusual way to make up your investment portfolio.
There are outrageous predictions out there, and I wouldn’t be surprised if at least one of them comes true.
Markets still haven’t got it. Investing in lithium ion batteries and complementary fields could be the single best investment opportunity of the next ten years.
As the World Cup rolls on, I note that in the investing world, just like in football, we are seeing the emergence of a handful of superstar companies. This is no coincidence - in both football and equities we are seeing the same force at play.
The markets and reality are diverging. I am sorry to say this, but Wall Street is deluded.
It’s been a tough time for the markets - which are under pressure from three angles - is this the start of something worse, or will the latest crisis blow over?
Michael Baxter examines Microsoft in the current climate.
Jonathan Ive, Apple’s Legendary designer, the man who worked so closely with Steve Jobs, is off to pastures new. What does this mean for Apple and is it really time for it to turn around and say, “I’ve got a problem?”
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