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Continue reading →: The Brexit pitfall – The housing marketPhoto credit: KiwiDandy Stemming from the Brexit, the main consequence for Great Britain will be the drop in value of the GBP. Brexiters often argue that this is not a problem and it could even be positive. Their line of reasoning lies on the assumption that a drop in…
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Continue reading →: Recipe For Gold Alchemy: The Venture Capital Boom And Bust, China And BrexitSummary The zero interest rate era generated low demand on this asset class. The end in QE3 followed by the problems in China and the bust in oil price decreased investors’ appetite for the US stock market. Naturally, capital flowed to more interesting opportunities. Venture capital was among them. Several…
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Continue reading →: How to explain Berkshire’s investment in Apple?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…
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![Where Do We Go Now? Vyomesh Joshi Starts Unveiling 3D Systems’ Future [SA Exclusive]](https://investmentgems.net/wp-content/uploads/2016/05/17472472_14630958818190_rid6.jpg?w=1024)
Continue reading →: Where Do We Go Now? Vyomesh Joshi Starts Unveiling 3D Systems’ Future [SA Exclusive]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…
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![Is Intel Losing Its Head? [SA Exclusive]](https://investmentgems.net/wp-content/uploads/2016/05/intel-main.jpg?w=1024)
Continue reading →: Is Intel Losing Its Head? [SA Exclusive]Photo credit: Masaru Kamikura Re/code reports that Intel (NASDAQ:INTC) has invested $10 billion in its mobile unit over the last 3 years. Now, the company is throwing in the towel on this endeavor. After last week’s announced layoff, this is another set of negative signs coming from the giant chipmaker.…
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Continue reading →: Coach Is Back! Is This The Beginning Of a New Era?Photo credit: caleb kung Coach is a classic case of investing in a turnaround. However, Investing in turnarounds has two main sentimental risks: markets sentiment and investors falling in love with the company. Coach Q3 results indicate that a successful turnaround is not far away. Brand and management were essential…
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Continue reading →: Can Business to Business (B2B) Bring 3D Systems To a Whole New Level?3D Systems ($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…
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Continue reading →: Why Are European Banks Performing Badly? The Santander CaseTo say that European banks’ performance has been disappointing, is an understatement. Since the European debt crisis started, the S&P 500 appreciated more than 100%, while Santander (SAN) and Deutsche Bank (DBK) lost more than 50%. The difference in relative performance is brutal.
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Continue reading →: Peugeot turned a profit: How they’ve made it out of the woodsPeugeot 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…
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Continue reading →: How Al Gore has convinced me to look into Solar energy companiesLast night, I took half an hour aside just to watch Al Gore’s presentation on TED. He’s an incredible speaker and, obviously, his presentation hooked me up the whole time. I advise you to see this. At some point, I was surprised by the fact that Solar energy has become…
Hi Fren,
Pepe Maltese
I used to trade inside the machine. Now I just raid it.
I publish two high-conviction setups daily — one momentum, one turnaround — filtered through tape structure, volume shifts, and misaligned narratives.
Some of these turn into full trades. A few evolve into deeper stories. The rest get cut.
This isn’t education. This is intelligence.
I don’t run ads. I don’t sell dreams. I track price, watch structure, and call bullshit when the story breaks.
Follow the setups. Fade the noise. Stick it to the man.
Let’s connect
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