This is part #5 on Gilead Sciences, Inc. of which I own shares (GILD US) since a few years without doing a thorough company analysis so far. The share price of GILD saw a recent high of $84 on remdesivir hopes in late April, but is now at a multi-year low of $60. Time for me to take a look …
Continue reading “Quicky #5 on Gilead”Tag: Corona
How did Pandora fare in Q2?
Pandora released preliminary results for the first six months of 2020 on Wednesday, stating encouraging developments regarding store re-openings and presenting the prospect of a break-even result on an adjusted Ebit margin basis.
Continue reading “How did Pandora fare in Q2?”Revisited: Is Oriental Watch the right Hong Kong bargain I want to buy right NOW?
In April, I finally published a post about Oriental Watch. I followed the company since October 2019, but uncertainty remained too high to form an investment case. The bottom line was, I promised to take another look at Oriental Watch when the (preliminary) annual results are available. Final results were released Monday …
Continue reading “Revisited: 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 reads about following topics: Equity Risk Premium (ERP), Visibility, surging distressed Debt, fixed income performacne …
Continue reading “Links🔗: Food for Thought”Did SES prove its Resiliency in Q1 2020?
SES SA reported solid results for Q1 in line with expectations. Video shrinks, networks growth accelerated. Measures to mitigate 2020 headwinds implemented…
Continue reading “Did SES prove its Resiliency in Q1 2020?”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?
Continue reading “How did Pandora fare in Q1 with Corona hitting Physical Stores Hardest?”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!
Continue reading “How did the Corona Virus affect Check Point Software Technologies in Q1 2020?”Quickie📢: Softbank Groups recent One Month Performance

Softbank Group (9984 JP) 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 …
Is SES a good buy 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 “Is SES a good buy after shares are down 30% after FY 2019 results?”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 , thinking
about and getting involved in discussions
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 , thinking
about and getting involved in discussions
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!
Continue reading “Quickie📢: This time is different❗”Corona Virus and Financial Market Fallout

Currently, there are countless news headlines regarding as well as bloggers posting their thoughts about the corona virus, related economic fallout and financial market (over)reactions. Here are my trivial thoughts on the topic and ideas how to take advantage of lower share prices.