The metals industry is a massive industry that includes companies dealing in iron, steel, aluminum, and other intermediate metal goods. This industry is one of the biggest energy users. The COVID-19 pandemic, including lockdowns, shortage of workers an…
Meta To Lose Board Member And PayPal Co-Founder Peter Thiel
Meta Platforms Inc (NASDAQ:FB) has announced the departure of Peter Thiel from the company’s board. A controversial figure, given its support for Donald Trump and the Gawker Media lawsuit, Thiel’s investments in Facebook rival start-ups also hogged hea…
The Irresistible Upswing
S&P 500 pushed sharply higher, squeezing not only tech bears even if yields didn‘t move much – bonds actually ran into headwinds before the closing bell. With my 4,500 target reached, the door has opened to consolidation of prior steep gains, and that …
Marketing Data Should Be Unified, Believes Improvado’s CSO
Data that shape your marketing and sales strategies come from various sources. Businesses get data from Facebook ads, Google Ads, Google Analytics, Instagram, and YouTube. Plus, many other platforms too. Unifying data sources can centralize all data in…
Carvana: The Armchair Investor’s Perspective & Could Auto1 Become The “German Carvana”?
Background/Introduction: For some reason I ran into a “Twitter battle” about Auto1, with the main Bull case being that Auto1 Group SE (ETR:AG1) is the German Carvana. In addition, some good investors that I follow have revealed Carvana Co (NYSE:CVNA) a…
Is Black Gold Set For A Retracement Towards Lower Levels?
While last week’s geopolitical tensions have eased a bit, the OPEC+ members’ meeting knocks at the door. How will it affect crude inventories? Q4 2021 hedge fund letters, conferences and more Crude Oil Prices PauseCrude oil prices paused this morning i…
What Corporate Executives Should Know About Their Equity Compensation
You work so hard to drive company performance, and your success and accomplishments provide additional compensation through your company’s equity-based compensation plan. Unfortunately, this method of compensation adds complexity that needs to be fully…
Deliveries Of Chinese EV Maker Xpeng Increased 115% YoY
January deliveries of Xpeng Inc (NYSE:XPEV), the electric vehicle manufacturer from China, grew by 115% year-on-year. This represents 12,922 units for the month and a 19% drop from December figures. Q4 2021 hedge fund letters, conferences and more Xpen…
Gold Defended $1,800 Bravely, But Gave Up
Gold fought valiantly, gold fought nobly, gold fought honorably. Despite all this sacrifice, it lost the battle. How will it handle the next clashes? Q4 2021 hedge fund letters, conferences and more Have you ever felt trapped in the tyranny of the stat…
Housing Goes From Graham To Munger
Dear fellow investors, Q4 2021 hedge fund letters, conferences and more Ben GrahamBen Graham is ascribed as being the father of value investing. The intellectual framework he brought to investors was using the available accounting to measure value of a…