Investment Gems

CNBC is quotting Nomura’s analyst Jeffrey Kvaal stating that the demand for the iPhone X is “exceptional.” Apple had already stated, on Friday, that “We can see from the initial response, customer demand is off the charts.” However, note that the problems involving the production of key components for the X…

Musk shared a photo of the tunnel his recent venture, The Boring Company, is building in Los Angels. The rationale behind this venture is the idea that so far high density cities have continuously built higher buildings (high density), while the transportation ways have been kept mostly two-dimensional. Therefore, we…

In the battle for the future of personal transportation (aka car), Toyota is not putting all the eggs in the same basket. Unlike Tesla, Toyota is diversifying its car portfolio of non-internal combustion engines by having all-electric vehicles based on lithium batteries and hydrogen fuel-cells. For a long time, Elon…

Today’s Bloomberg piece on Nike (NKE) is another take on the $50 billion sales goal for  2020 (I have also written about it here). Nike’s management will most likely revise this goal during its investor day, tomorrow. The main problems affecting Nike are the high expectations generated by the management team, back…

Apple might be having trouble with its new marketing segmentation. The new entry level for the new iPhone generation is at $699. But, consumers do not seem convinced of this fact, and keep buying the iPhone 7 instead. Additionally, consumers also seem to be waiting for the iPhone X. This…

Well, it appears to be HP’s fault. 3D Systems (DDD) took a good hit during the last 2 trading days. There aren’t many explanations around, but the fact that Stratasys (SSYS) also took a good hit points toward a common denominator. If we add that HP’s results and outlook presentation…

Photo credit: Steven Straiton Bloomberg reports that SpaceX has just made a successful launch of another reused rocket. When Musk first talked about building reusable rockets, the whole industry laughed. Now, they are, probably, not laughing. The economics of the whole problem are on Musk’s side, reusable rockets have a…

Coach announced that is changing its name to Tapestry. The company now owns three brands: Coach, Stuart Weitzman and Kate Spade. Victor Luis and his team considered that in order to build a house of fashion company, they needed to change the organizational matrix. Creating an umbrella company clearly indicates…

Nvidia has unveiled its third generation Drive PX automotive line, code-named Pegasus. This platform represents a 13-fold improvement in the calculating power of the previous line. It is expected that this chip allows fully autonomous driving. This is the continuation of a race towards level 5 autonomous vehicles. Intel is…