Softbank Group: Do I Want to Buy More, Hold or Sell?

SoftBank Group Corp. or SBG reported its earnings results for FY2019 on Monday (May 18, 2020), including record losses — mostly driven by adjusting the value of its investments like WeWork and Uber, downwards. Son announced another share buy back program and that SoftBank would invest in startups on its own, since finding outside investors for SVF sequels is unlikely. Time to update my sum-of-the-parts valuation…

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Is Progressive an Interesting Long-Term Buy for You?

or The Progressive Corporation is a growing American insurance holding company, predominantly selling automobile insurance, leveraging technology and industry leading segmentation to grow its market share. I take a deeper look into this interesting company…

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Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about following topics: Equity Risk Premium (ERP), Visibility, surging distressed Debt, fixed income performacne

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How did Pandora fare in Q1 with Corona hitting Physical Stores Hardest?

Pandora A/S (PNDORA DC) released its Interim Financial Report Q1 2020 today (May 5, 2020). January and February showed very encouraging sales trends, but then Corona hit the physical store networks. How did Pandora cope with the lockdowns?

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How do Share Buy Backs and Other Sorts of Capital Allocation create Shareholder Value for You?

As a shareholder, you (I) do want to know if all these share buy backs create value for you (me)…

This is a follow-up post after my post Number of Shares Outstanding, explaining the nature of share buy backs or SBBs and their economic effects for shareholders.

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Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
(includes: FAANG, Microsoft, universal basic income, Intuitive Surgical, Heico, PayPal, Allianz, Bayer, SAP, Multiples)

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How did the Corona Virus affect Check Point Software Technologies in Q1 2020?

CHKP today announced its financial results for the first quarter ended March 31, 2020.

  • A solid performance, without major surprises, despite corona. I like!
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News📰: Speedcast🛰️ files for Chapter 11 bankruptcy

Speedcast International, an Australian network service provider leasing capacity on more than 80 satellites, files for chapter 11 bankrupty. One of the stated reasons is the weak cruise and oil markets.

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Is Oriental Watch the right Hong Kong bargain I want to buy right now?

Oriental Watch Holding Ltd. (Oriental Watch, OW) is a holding company that is listed in Hong Kong (398 HK) since 1993. It is active as a luxury watch retailer in greater China with stores in Hong Kong, Mainland China, Macau and Taiwan. I got the initial idea from a blog I highly recommend you to follow! …

Continue reading “Is Oriental Watch the right Hong Kong bargain I want to buy right now?”

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
Enjoy 🙂 reading undefined, thinking undefined about and getting involved in discussions undefined

Continue reading “Links🔗: Food for Thought”

Am I a Gambler🎲? And Striking Similarities between Gambling and Investing!

During the current corona crisis I interpret the ongoing social distancing measures quite strictly for myself. Meaning, I have not meet friends for dinner or for a drink or anything else (besides for a running) in real live for a few weeks now and! it! sucks!. So, I had to come up with a better solution for my evenings than watching TV each day …

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Quickie📢: Softbank Groups recent One Month Performance

Softbank Group (9984 JT) fell to a recent low of 2,687 JPY on March 19. Reseasons were the corona crisis hitting its portfolio of startups and mounting credit fears. Since then it recovered strongly, currently trading for 4,735 (+76%). Developments taking place were manyfold, such as …

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News📰: Gilead to Buy Arcus Stake

Gilead Sciences Inc. considers acquiring a stake in Arcus Biosciences Inc., a cancer therapeutics company, that is backed by Alphabet (Google). Arcus’ therapies target small molecules, aimed at helping shrink tumors.

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Do We get Fair Execution Prices at Trade Republic for Monthly ETF saving plans?

When I started my first monthly ETF savings plan in January, I chose Trade Republic instead of my eisting trading account at Consorsbank. As written back then, I wanted to review my decision, especially the executed buy prices (spreads)…

Continue reading “Do We get Fair Execution Prices at Trade Republic for Monthly ETF saving plans?”

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
Enjoy 🙂 reading undefined, thinking undefined about and getting involved in discussions undefined

Continue reading “Links🔗: Food for Thought”

Initial Valuation of SES 🛰 after shares are down 📉 -30% after FY 2019 results

SES S.A. is an abbreviation for Société Européenne des Satellites. SES is a holding company based in Luxembourg offering satellite communications services globally through its subsidiaries. The company offers services for cable television networks, Internet access, corporate networks, network facilities, telecommunications services, and audiovisual broadcasting serving corporates and governments.

Continue reading “Initial Valuation of SES 🛰 after shares are down 📉 -30% after FY 2019 results”

News📰: AVI takes a stake in Softbank Group as it is too cheap to ignore

After Elliott, another activist Investor invests in SBG as discount to NAV is too big to persist and proposes steps to increase shareholder returns.

Continue reading “News📰: AVI takes a stake in Softbank Group as it is too cheap to ignore”

Links🔗: Food for Thought (updated)

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
Enjoy 🙂 reading undefined, thinking undefined about and getting involved in discussions undefined

Continue reading “Links🔗: Food for Thought (updated)”

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. It’s not a surprise to anyone that most blogs and messages are currently about the corona crisis and related effects to the economy, financial markets and portfolios as well as trading ideas.
Enjoy 🙂 reading undefined, thinking undefined about and getting involved in discussions undefined

Continue reading “Links🔗: Food for Thought”

Quickie📢: This time is different❗

This is a follow up on my post Corona Virus and Financial Market Fallout.

This (financial) crisis, induced by the global corona pandemia rattling through Asian, European and American economies, is indeed different when compared to other financial crisis!

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Pandora💍 Valuation Update after Trading Update in March 2020

Pandora A/S released its Trading Update on Monday, 16 March 2020. As could have been expected Pandora withdrew its former financial guidance in the face of corona virus and global economic fallout.

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Book 📓 Review: Margin of Safety by Seth Klarman (Part 3)

Some weeks ago I finished the book Margin of Safety – Risk-Averse Value Investing Strategies for the Thoughtful Investor by Seth A. Klarman from 1991. Pretty much, one of the few must-reads about value investing.

Continue reading “Book 📓 Review: Margin of Safety by Seth Klarman (Part 3)”
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