Posts
Are tarrifs going to screw up LVMH's stock?
Although they are a luxury goods company, much of their consumer base isn't affluent and 50 million people have already been forced out of the luxury goods market amidst consistent price hikes (Dior has raised prices about 50% since before the pandemic). 200% tariffs on European wines and spirits wil …
DOJ wants Alphabet to sell Chrome. Why?
This seems like it has been discussed for a few years now, but a recent relevant article is here: https://www.techspot.com/news/107215-justice-department-asks-dc-judge-order-immediate-sale.html From what I understand, Google's Chrome browser is based off of Chromium, an open-sourced browser project. Microsoft's Edge browser and Opera's web browser are also based on Chromium. How can …
Hapag-Lloyd – The Perfect Storm Looms
*The return to shorter routes through the Suez Canal and a glut of new vessels in service threaten to keep freight rates depressed.* Container freight rates have plunged in 2024, roughly halving from about $4,000 per standard container at the year’s start to around $2,000 now. This slide was briefly …
Apple shakes up AI executive ranks in bid to turn around Siri, Bloomberg News reports
Apple is shaking up its executive ranks to get its AI efforts back on track after months of delays, Bloomberg News reported on Thursday citing people familiar with the situation. Some AI improvements to voice assistant Siri will be delayed until 2026, Apple had said earlier this month without giving …
Klarna lands buy now, pay later deal with DoorDash, notching another win ahead of IPO
[https://www.cnbc.com/2025/03/20/klarna-lands-buy-now-pay-later-deal-with-doordash-ahead-of-ipo.html](https://www.cnbc.com/2025/03/20/klarna-lands-buy-now-pay-later-deal-with-doordash-ahead-of-ipo.html) Klarna, the buy now, pay later lender that’s headed for an initial public offering, said on Thursday that it’s signed on DoorDash as a partner, another sign of momentum for public market investors. It’s DoorDash’s first BNPL alliance in the U.S. and gives users of the restaurant delivery service …
Commerce secretary begs Fox News viewers to buy Tesla stock in bizarre interview
“Secretary of Commerce Howard Lutnick used an appearance on Fox News to encourage viewers to buy stock in Tesla, as the company struggles amid Elon Musk’s involvement in the Trump administration. Although cabinet secretaries traditionally do not endorse individual stocks, Lutnick told viewers of Jesse Watters Primetime that Musk – …
Fallout April 2.
Will trump keep his words and implement tarrifs? Will he water em down? Do a 180? Should be interesting. How many are sitting on some cash to take advantage of any fire sales? I've allocated only about 7k to picking up some discounts on stocks are already own.
Amazon stock
Ive been thinking about getting amzn on my long term portfolio for quite a while now. Their business revolves around e-Commerce, AWS and advertising and they have been investing resources on AI which can make the business even better. They have a forward p/e of around 30 which for a …
I’m out. Tesla is cooked. falling apart cars. Get out while you still can!
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Tesla Fair Value
TL;DR: If Tesla is no longer priced as a fast growing tech company, the P/E should drop to align with the rest of the automotive industry (10-12). That puts the fair value share price around $25. Recent data from various sources indicate that the global auto industry P/E ratio typically …