17th Sep


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I agree the news seems to have been rather leaky given share price action over the last few days. However given that the news release was non-regulatory and no numbers were provided (not that they ever seem to provide numbers in these sort of announcements), I don't think the contract can be material. I'm therefore a bit surprised by the size of the recent share…

I have no strong views on bitcoin, but it seems to me that claiming it's a ponzi fraud is just as misguided as claiming it's the future of money.Isn't the built in restricted supply one of the advantages of Bitcoin, in that if they were easy to generate out of thin air, they would cease to hold value? So it's an attempt to address the…

given the participation stats above I'd question whether risk-appetite has already begun to roll over?It's difficult to say without seeing some context as to how that metric changes over time. In the US, there is the MMTH index which charts the number of S&P500 stocks above/below their 200dma. Currently this is how it looks over the last 12 months (source):Unfortunately I'm not aware of an…

Yes I'd agree with much of that ramridge. It's pretty likely that EPS growth will lag top line growth in the short term due to the factors you highlight, although I'd note that SG&A includes distribution costs which are mostly variable (c.22% of revenue) so it's not like a 60% increase in SG&A is due to financial incontinence when it comes to cost control.The additional…

Why do Institutions pour money into basket case companies? He reckons it's because they view investments below 1% of their portfolios as just being "option money". So they might lose the (clients') money, but it could be a ten or hundred-bagger. There might be some method in that madness if you think of the outcomes in terms of expected return, i.e. probabilistically. If there is…

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