The idea of having companies, in the world’s most innovative geography, trying to reinvent an old industry, seems very alluring. Theoretically, it makes sense. Traditional companies in the century-old auto industry seem to have become crystallized, without the necessary nimbleness to bring about revolutions. Consequently, during the last couple years, tech companies started flocking into… Read More Why Tesla will be the only tech company succeeding in making cars
Lately, Warren Buffett has been investing in tech related companies. Several market participants are confused about what that means. Most likely, the moves are influenced by Ted Weschler and Todd Combs. However, this does not has to mean a shift in investing approach. Most likely, it is a subtle shift in perspective Photo credit: Fortune… Read More How to explain Berkshire’s investment in Apple?
Photo Credit: 3D Systems As the dust settles around 3D Systems, investors need to understand what will be the new company direction. The first quarterly conference call featuring Vyomesh Joshi provided good clues about the strategic vision for the company. The first impressions point to a shift in focus from tech to business model fine-tuning.… Read More Where Do We Go Now? Vyomesh Joshi Starts Unveiling 3D Systems’ Future [SA Exclusive]
Photo credit: Masaru Kamikura Re/code reports that Intel (NASDAQ:INTC) has invested $10 billion in its mobile unit over the last 3 years. Now, the company is throwing in the towel on this endeavor. After last week’s announced layoff, this is another set of negative signs coming from the giant chipmaker. The management team seems to… Read More Is Intel Losing Its Head? [SA Exclusive]
3D Systems ($DDD) has chosen Vyomesh Joshi to lead the company. Most likely, the company is rebooting. Probably, it will lose some visibility due to a low-profile strategy compared to the previous one. The strategy followed by the previous CEO had the mass-market allure which was one of the catalysts that brought the 3D printing… Read More Can Business to Business (B2B) Bring 3D Systems To a Whole New Level?
Peugeot announced profits around EUR 1.2 billion (USD 1.3 billion) in 2015. These are great results, well above expectations especially those in the beginning of the turnaround. Many investors were pessimistic about the success probability of the turnaround strategy. I wasn’t among them. Back in 2014, I covered the capital hike and the new shareholder… Read More Peugeot turned a profit: How they’ve made it out of the woods
Alphabet Inc, formerly known as Google has just presented its 2015 results. Pretty decent earnings, by the way. But the novelty is the broken out earnings segment, comprising Google’s other bets. So, now we know that the Other Bets provided $458 Million in Revenue against $3.5 Billion operating loss. Let’s see how the stock-market will… Read More Alphabet’s Other Bets Are Costly But The Stock-Market Should Remain Supportive… For Now