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Apple

  • Currency, Apple, Inflation,
    September 8, 2022

    Forget the dead cat bounce, its all about inflation and the Dollar!

    There is nothing like a dead cat bounce to cheer up the already doomed, but the real issues are inflation and dollar strength. Both can be addressed, and the treatment will hurt. Smile and get used to it.

    read more
  • Equities, Apple, Boeing,
    August 4, 2022

    BP Stock Buyback – a missed opportunity, and why buybacks distort capitalism.

    BP will use some of its windfall Ukraine Oil Spike profits to fund a stock buy-back. Stock buy-backs are appropriate is some limited circumstances, but generally they distort the way capitalism is supposed to work, undermining good companies and sound corporate governance.

    read more
  • Industry, Tech,
    February 10, 2022

    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?

    read more
  • Apple, Cryptocurrencies, Tesla, Bitcoin, Special Purpose Acquisition Companies, Market Crash, Bonds,
    January 24, 2022

    Tech Stocks’ Reality Bites Moment has Arrived..

    Tech stocks have taken a thumping this year – a well-timed reality check or a threat to bring down the whole market? Probably time for a clean out of all the speculative, improbable and fantastical perpetual motion machines that beguiled IPO and SPAC investors during the easy money era. Reality bites and it’s time to get real..

    read more
  • Apple, Tech, Pre 2021 Porridge,
    September 14, 2021

    Apple has a monopoly on being Apple!

    Highlight event today is Apple launching new bright-shiny-things. Apple is unique – it has a monopoly of being Apple! For how long?

    read more
  • Apple, Regulation, Tech, Pre 2021 Porridge,
    April 29, 2021

    The Need To Regulate Big Tech (Part 1)

    We had a slew of spectacular Big Tech results this week, but has the time come to regulate them more closely to avoid increasingly monopolistic behaviour, and to protect the population from the pernicious effect of the manipulation of big data? It’s as much an argument about the role of the state as it is about the success of companies. There will be winners and losers.

    read more
  • Tesla, China, Pre 2021 Porridge,
    April 27, 2021

    What’s the Real Story of Tesla in China

    What’s really going on for Tesla in China? Global supply chains remain fragile as the Chinese flex their muscles and national buying power. That may prove problematic for western firms, and especially Tesla. But also it raises questions about investment imperatives on China growth vs flatline in the West.

    read more
  • Comment & Miscellany, Industry, Pre 2021 Porridge,
    March 10, 2021

    Its not what you know.. Its what the market believes that matters

    It’s not what you know about value – it’s what the market believes that matters when it comes to price. Will Call My Agent win the streaming wars? And will widespread adoption fuel a massive boom in Socks… just the shills say has happened in Bitcoin?

    read more
Previous12

categories

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  • Banks
  • Commodities
  • Currency
  • Debt
  • Equities
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  • Geopolitics
  • Gold
  • Government
  • Industry
  • Investments
  • Nations
  • Property
  • Regulation
  • Tech
  • Pre 2021 Porridge

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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