While it was still a rumor, I wrote a small piece about the negative consequences of Twitter’s (NYSE:TWTR) layoff. Basically, my rationale is based on the idea that it could get harder for Twitter to use M&A as a way to get technology and human talent. Instantly, I was reminded by one reader that Apple… Read More Twitter: Layoffs And A Comeback – Is This An Apple Déjà Vu?
Google’s new business unit structure will have a big impact on the company.
The previous structure allowed for young initiatives to grow under the protection of Google’s cloak.
The new structure might solve some problems to Wall Street analysts but at first glance it won’t do much for innovation efforts.… Read More The Pros And Cons About Google’s Alphabet
Previously, I’ve wrote a long article on 3D Systems (NYSE:DDD). There, I focused on analyzing the company organization and the product conception philosophy. In other words, I was interested in the growth potential of the company. However, in this text, I want to present a different perspective about 3D Systems. I want to present an… Read More A Valuation Approach for 3D Systems (DDD)
Warren Buffett (BRK-A) has started to buy in Europe, more specifically in Germany. He stated that Germany is a great country, with a vigorous and productive economy. Therefore, we shouldn’t be surprised that he bought a German supplier of motorcycle equipment and he may be up for more (Source: Fortune). I have mixed feelings in… Read More Warren Buffett Sees Potential In Germany, I See A Moat In Adidas
Long term stock picking is not about being right about the next line of products for a given company. In my view, it is about understanding how an organization works and thinks. This way we can measure the organization’s ability to build great products and services. When you look from this perspective, you can understand… Read More Why Apple Has A Shot In The Electrical Vehicle Market But It Won’t Be Overnight
Photo credit: Are Sjøberg The plot Rumor has it that Sony (SNE) is looking to sell the Xperia unit (original source: Reuters). Tomi Ahonen in his Communities Dominate Blog , argued that Nokia (NOK) could be one of the most suitable buyers for the Sony smartphone unit. Tomi Ahonen estimated that the Xperia unit could be… Read More Is Nokia Going To Connect People Again?
Stocks are often evaluated by how the underlying business might perform in the future rather than how things are going right now. Therefore, companies whose main markets or products are under threat tend to have their stock price depressed. On the other hand, companies in new markets with huge growth potential trade at multiples well… Read More Amazon: Should Investors Sleep Well?