Investment Gems

Warren Buffet, billionaire and chairman of Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) shared his views about different issues affecting the economy and the financial world. I am always eager to hear what Warren has to say, seldom I allow myself to be against one of his views, not that I don’t have strong views,…

One of the most dazzling economic phenomena is the “creative destruction” identified by Joseph Schumpeter, that describes the way in which the capitalist economic development arises out of the destruction of some prior economic order. I immediately remembered this when I read about Jolla. Nokia has been paying 25,000 € to every…

So last week was marked by substantial polemics regarding the Libor interest rate manipulation. For me this is a non event. Everyone knows that now and then there will be market manipulations, we also know that those manipulations cannot hold forever and it is a good sign when they became…

Santander’s value is starting to be recognize. Even across the Atlantic, many analysts are starting to perceive great value in Santander. Santander is well positioned to grow within Spain when the economy recovers (yes, this is longer term) and will continue to grow in the rest of its higher-growth markets in…

Without big news to digest, I am currently working on the next volume of European Jewels. So here it is a little appetizer for you: In this volume I will try to get a company that allows you to offset partially the risk of Santander Bank investment recommended in European Jewels Vol. 1. I will…

Not only Microsoft is on every tech related news, Google has just unveiled 3 new toys: the tablet Nexus Q (direct rival to Kindle fire), Project Glass (long term project, still far from the commercial launch), and Android 4.1 (directed at maintaining the edge in the mobile OS market). These…

Last week news in the tech sector were all about Microsoft and its new mobile OS and tablet. As I pointed out, those were good news for MS, but bad news for Nokia, its partner in the mobile. This week many reputed analysts made several statements that confirm what I…

In the 80’s Microsoft won the war against Apple by introducing a cheaper good enough alternative Operating System (OS). In the present the war will be won by the first one to achieve the full compatibility between Mobile and PC. Microsoft nearly achieved that today. The new Windows Phone 8…