Thoughts on SES going down (SESG LX)

Another stock that is surprisingly performing in lockstep with the market (that means deeply red). How come …

Food for Thought #49 // Links

This time the most interesting content I stumbled over includes: SThree, market game theory & the beauty contest, ChmoMetec, going against groupthink, McAfee goes private, Viasat (VSAT) acquires Inmarsat, US housing …

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SES SA (SESG LX), May 2021

The market focusses on the negatives too much. This is a defensive business with a bunch of positive one-offs. Yes, positive one-offs!

Food for Thought #30 // Links🔗

This time the most interesting content I stumbled over includes: market bubble, Digital Decolonisation, Citi, PGR, SESG

Food for Thought #23 // Links🔗

I stumbled over some reviews of 2020 (and some other stuff) …

Food for Thought #22 // Links🔗

The year is coming to an end. Here is some more food for thought for the weekend or the holidays, including: investing with a sense for future regrets, Charles Schwab, Square, FEmsa, BBBY, …

Food for Thought #18 // Links🔗

This time the most interesting content I stumbled over includes: A Must-Watch-Video!, Quality Shareholders, software, Big Lessons rfom History, Overton Window, Oil majors, our tax ignorance, …

Food for Thought #17 // Links🔗

This time the most interesting content I stumbled over includes: equity markets, stock exchanges, pipe, GMO, and Q3 updates on SES SA, Progressive

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 …

Quicky on Q2 results: SES on Track

Today SES SA released its financial results for Q2 2020.

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…

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.