Links🔗: Food for Thought (#11)

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: wonderful companies, capital allocation, pre-mortems, Grenke, stakeholder value, Nikola, Pandora A/S, SES SA, etc …

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: Palantir, Shopify, M&A deals, softbank, nvidia, Oracle, Arm, Immunomedics, Oriental Watch, excess returns, …

Quicky on Q2 results: SES on Track

Today SES SA released its financial results for Q2 2020.

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.

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.

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.