Paraphrasing the a prominent Wall Street analyst (1983) which called it "a fine company that's past its prime" and the cereal market was being regarded as "mature". Kelloggs has once more lost its way having underperformed both the leader General Mills #GIS and the broad sector Consumer Staples.
Recent suggestions by the CEO that people that can't afford food...
The head of the European Central Bank #ECB Madame Lagarde claims the #ECB is at a different point in time to the Federal Reserve #FED. She claims it is premature to talk about winding down the Quantitative Easing (#QE) as the Fed has indicated a schedule to roll back liquidity. The graph indicates otherwise interestingly the EUD USD liquidity indicates the Fed...
The asset light model is best referenced by one that services a need like transportation allowing the user to benefit for the micro-service, no additional cost for the maintenance of the assets.
In today's economy when cost of car ownership, financing, insurance, etc the millennials are not buying cars, they are renting rides. Unfortunately there are limits to...
During the most inflationary time since the Weimar Republic the asset light concept is proving to challenging as the cost of money increases and the margins decrease two stocks suffering from this are #ABNB which has lost 19% over the last 3 months.
Higher interest rates and inflation have left consumers with less disposable income, as per the recent...
The fact the current market cap of #AAPL is 30% larger than the market capitalization of all the constituents of the SP Energy Index indicates the mispricing of the asset, the intangibles can't explain this divergence as the #FANG require inputs on their supply chain Scope 1 to 3 according to the emission tracking standards for carbon accounting.
Therefore, we...
The news from Netflix this morning should not be a surprise to anyone, the company's executives had expressed two years ago during the peak of the pandemic that conditions were as good as they would get. With an increasing number of competitors coming under their skirt, Netflix is now reverting to the mean.
It would appear the third generation rule might be...
