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...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...“The main message is that the economy is still broadly stagnant,” said Andrew Kenningham, an economist at consultants Capital Economics, although he said the survey also suggested “the region’s prolonged...
...And yes, they’d be right. A PIK note tends to give the issuer options....
...“If Sotheby’s can manage to raise the fees, we’d all be happy. Good luck to them,” said Hersham....
...Assume, then, that TMTG’s weighted average cost of capital falls from more than 20 per cent to 5-6 per cent, the S&P 500’s average WACC. Even then, we’re only at $51....
...Washington D.C., March 18, 2024 — The Securities and Exchange Commission today announced settled charges against two investment advisers, Delphia (USA) Inc. and Global Predictions Inc., for making false...
...In an ideal world, active sustainable funds would be genuinely active: the managers would use their voting rights, they’d engage with all their companies and they’d have strict policies about shunning companies...
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
...Former leadership consultant Ashley Goodall is so right that change isn’t the same as improvement, something reflected in the churn in Silicon Valley right now....
...The S&P 500 hit another all-time high yesterday. More importantly, Trump Media & Technology Group rose another 14 per cent, right after we wrote that it looked a bit overvalued....
...The IEA forecasts crude consumption to increase by 1.3mn barrels per day this year while Opec this week maintained its growth estimates of 2.25mn b/d for 2024....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...And they’d call Devesh and he’d say they could have it for 20 . . . That you couldn’t buy it as the spot level was troublesome. It didn’t help in the early days....
...But I’d be stunned if they didn’t ask for a fee, in whatever form, worth multiple billions of dollars.”...
...Here’s a sentence I never thought I’d write: V-neck jumpers are back in fashion....
...By the start of this month, the S&P 500 was up 20 per cent for the year; Goldman Sachs calculated that without those seven stocks, an S&P 493 would have returned only 8 per cent....
...A version of this article was first published by Nikkei Asia on February 27. ©2024 Nikkei Inc. All rights reserved....
...A version of this article was first published by Nikkei Asia on January 26. ©2024 Nikkei Inc. All rights reserved....
...I’d consider newer low-cost rivals to traditional tracker funds....
...Grancio then spent two years as a consultant at Grancio Capital, a consulting firm she founded, before becoming Engine No. 1’s chief executive in the latter half of 2020, according to her LinkedIn profile...
...“Frankly, I’d probably just average out these last two months given the volatility,” he writes....
...A version of this article was first published by Nikkei Asia on January 31. ©2024 Nikkei Inc. All rights reserved....
...Several McKinsey consultants have also taken separate phones with them when visiting the territory....
...Possibly, but I’d guess not. One can argue about whether they’re overpriced. Tesla, Microsoft and Apple look overextended and I don’t really understand how Amazon and Nvidia are valued....
...t=Y9t0T-RnJMxWG5hi8C5-OA&s=19 Further reading:— Putting a price on Tesla post Musk (FTAV)— The Tesla financial complex (FT)...
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