TechValue
@TechValue4
Ex-@Meta (Facebook Ads). I post about finance and technology.
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When value investors talk about price, they do not mean stock price. Price is a ratio, specifically a ratio between the current price of a share of a company and the future benefits (cash flows from profits) that share entitles you to. #ValueInvesting #investing #stocks
To quote the rich dad from #richdadpoordad (Keith Cunningham), "what if this doesn't happen?" #Bitcoin
Valuation = Earnings * Multiple of Earnings. #interestrates going up drives spending and corporate #earnings down and increases cost of capital, driving multiples down.
Rethinking Peak Fed: After pricing in Peak Goldilocks only a week before, the market got a reality check last week in the form of a higher terminal rate and falling earnings. The cost of capital is rising again, albeit modestly, and the E in the forward P/E is coming down.
#interestrates at zero. Free money. No #inflation. What a country. #Japan wsj.com/articles/japan…
wsj.com
Japan Says Sayonara to Idea of Central Banker as Rescue Hero
As Haruhiko Kuroda hands over the reins at the Bank of Japan, expectations that his successor can fix the economy are limited.
Interesting story on #defaults and #interestrates in the high yield markets. wsj.com/articles/junk-…
wsj.com
Junk-Loan Market Shrugs Off Economic Worries
Investors and company executives say low-rated companies will overcome rising interest rates and weakening demand.
Seems like $GS could actually accomplish the "focus" and "diversification" David Solomon was talking about by focusing on core divisions and letting acquired organizations worry about other opportunities like consumer #lending. wsj.com/articles/the-a…
wsj.com
The Atlanta Billionaire Behind Goldman’s Latest Consumer-Lending Push
David Zalik co-founded lender GreenSky, which Goldman Sachs bought last year and is betting on to shore up its consumer business.
As unfortunate as #techlayoffs are, imagine dedicating the start of your career to being an amazing fictional character and then hearing about #Disney #layoffs.
“It’s time for another transformation,” returning Disney CEO Robert Iger said, as he revealed plans to cut 7,000 jobs and slash billions in costs #WSJWhatsNow on.wsj.com/3x6C9Vt
What, you're telling me that we can't limit #investment to improving environment, society, and governance without any #financial tradeoffs to the #investors who trust us as fiduciaries? wsj.com/articles/esg-g…
"At green funds, the average R-squared relative to the S&P 500 is 0.98." - Everything is #ESG wsj.com/articles/esg-g…
So the celebrities are now finding out that there are longer-term, and therefore, potentially more lucrative, #investment vehicles than #SPACs. wsj.com/articles/forme…
Why reported #earnings aren't very meaningful for holding companies like #Softbank: tech #valuations go up -> reported gain, and tech #valuations go down -> reported loss. wsj.com/articles/softb…
wsj.com
SoftBank’s Big Loss Should Give Tech Bulls Pause
Tech shares have been rallying recently, but the Japanese conglomerate’s $5.9 billion quarterly loss is a timely reminder of the perils of wishful thinking.
#SoftBank's defensive strategy: stop oversupplying capital to every #startup ever wsj.com/articles/softb…
wsj.com
SoftBank Loses $5.9 Billion in Quarter as Investments Suffer
A year into the technology-stock rout, the Tokyo-based investment firm took more hits from its peak-of-the-market spending spree.
It should be accepted #financial theory that speculation on innovation is a phenomenon of low #interestrates. wsj.com/articles/specu…
wsj.com
Speculative Stocks Soar as Investors Dust Off Low-Rate Playbook
Traders are betting on further gains, with options activity for Tesla and the ARK Innovation fund jumping to records.
"China Stocks Drift Lower After U.S. Shoots Down Suspected Spy Balloon" - who would have thought this would be on the front page of #WSJ? But yes, the #USA shooting down #China's balloon isn't great for global stability or China's US-driven export market. wsj.com/livecoverage/s…
wsj.com
China Stocks Drift Lower After U.S. Shoots Down Suspected Spy Balloon
Shares listed in mainland China and Hong Kong dropped Monday, after the downing of a suspected Chinese surveillance balloon ignited investor worries that U.S.-China tensions are increasing again
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