Mr. Buffet make us (and yourself) a favor and buy Tesla

This might seem like the worst idea that anyone has ever tried to sell to Berkshire. However, this speculation makes a lot more sense than it seems at first glance. Let’s see: Regret During Berkshire’s annual meeting, Warren Buffet has acknowledged regret by having missed on the Google (GOOGL) and Amazon (AMZN). All his talk… Read More Mr. Buffet make us (and yourself) a favor and buy Tesla

The Aftermath Of The French Elections: Revisiting Investment Plays

The market atmosphere is changing. The French election brought an end to another chapter of the European saga. It is time to reevaluate my investment plays. Most companies I own have good perspectives for future growth, but I don’t mind reducing positions in 2 or 3 stocks, especially, if they might face macro headwinds. Additionally,… Read More The Aftermath Of The French Elections: Revisiting Investment Plays

Why Tesla will be the only tech company succeeding in making cars

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

A trendless market is a treacherous one: Market Outlook

The current market lacks conviction but there is a slightly positive bias under way. Right now, it might sustain the current trend or be disrupted by some negative development. We analyze both cases and try to adapt our portfolio to further developments. [Picture by Pete Bellis] At this point into 2016, the uncertainty is so huge that trying to outguess the… Read More A trendless market is a treacherous one: Market Outlook

Social Media: The age of information will amplify investors’ biases

Picture credit: Jason Howle Since the computer’s massification, the way people deal with information has been shifting at a steady pace. If we could go back in time and see how people used information in the 70’s and compare it with the present, we would be astonished with the transformation. In the beginning, it was the… Read More Social Media: The age of information will amplify investors’ biases

Alphabet’s Other Bets Are Costly But The Stock-Market Should Remain Supportive… For Now

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