Hubris, Tesla and Exploding Pigeons.
Would a Tesla survive a Kamikaze Pigeon attack? Tesla remains the tech stock that’s defying the ongoing valuations reality. Why? Because Musk still controls the narrative – and that may be about to change.
Blain's Morning Porridge
Financial Commentary for Smart People
Blain's Morning Porridge
Financial Commentary for Smart People
Category Tech
Netflix and the end of the FAANG era..
Netflix just experienced its’ judder moment – and it is shaking markets. Overnight the streamer became a completely different investment proposition, even though we’ve been warning it was inevitable. There are lessons to be learnt across the equity market.
Netflix got Big but never got to Build a Moat or Margins
Disney has just posted some great results on subscription growth, begging questions what it means for Netflix. Will the sector’s founder survive the current attritional Streaming Wars? And what’s it really worth?
Meta – the moment the bright star dimmed?
Meta’s collapse on the back of competition, regulation, and maturity (?) might just be the moment the whole New New Thang Bubble popped.
Tech Bounces Back – But for How Long?
A bounce back rally is underway – but its reactive, based on the hopes of “buy-the-dippers”, and the fundamentals haven’t changed. Many weakening Tech stocks are seeing their foundations exposed as built on sand.
A series of unpredictable things that might or might not happen in 2022!
Occasionally the Morning Porridge strikes a lucky insight on markets – this morning here are some thoughts on how 2022 markets and events may or may not develop. If they occur I shall hail myself an investment genius. If not, can we quietly forget them?
Inflation, Tech and What to Buy?
Inflation is the market’s theme today. Markets expect it, but are they prepared? Inflation doesn’t necessarily spell disaster, but it will force change in the way we think about markets – and Tech will likely be the sector that feels it most!
“Greed is Good”, Tech and David Attenborough
What can David Attenborough’s Green Planet teach us about Tech Stocks, why they are overvalued, and why rising rates suggest the game is over?
Theranos – little new under the sun
Guilty is Guilty, but Theranos still raises a host of questions for investors – how to trade risk, opportunity and due diligence, and who and what can you trust?
Betting on the Internet is daft if it doesn’t work
How disruptive can disruptive tech be when the internet doesn’t actually work?