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...) big enough to make a meaningful impact on Berkshire’s earnings, (b) possible to reliably value, (c) have trustworthy and competent management, and (d) are available at a reasonable price....
...Anyway, back to the S&P report. They reckon that debt maturities of firms rated single-B or lower will be around $310bn in 2025, rising to $400bn in 2026....
...The job cuts come as the slowdown in sales of EVs makes waves across the global car industry, with companies across the supply chain from South Korea to Germany slashing jobs and costs....
...The PMI data showed that delivery times for eurozone manufacturers declined despite shipping disruption caused by the crisis in the Red Sea as weaker demand “took pressure off supply chains”, S&P said....
...“The oil market is waiting,” said Daniel Yergin, author and vice-chair of S&P Global....
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
...The heroic Lukas B Brændsrød partnered superbly, suspending Cuthbertson aloft like an angel peeling away from a Pozzo ceiling....
...But executives think AI could improve supply chains and production....
...His Berkshire Hathaway B class shares, at $420, offer a relatively cheaper entry....
...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....
...For farmers and the food companies they supply, he adds, “the cost of doing it can outstrip the value of the carbon.”...
...We’ve divided the issuers up by their primary exchange and overlaid short-interest data from S&P Global, accurate to February 23....
...Inflation took a toll on the chain’s core middle/lower income consumer, and pandemic supply chain snarls were particularly painful for the company, which imports most of its products....
...The rating agency in May cut SoftBank’s long-term credit rating from double B plus, its highest non-investment grade, to double B following record investment losses....
...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....
...The biggest risk is a supply response, new stores swooping in to compete for suburban dollars....
...The S&P 500 closed at an all-time high on Friday after a blistering rally in tech stocks....
...S&P Global considers CVR an important part of its calculation of the conglomerate’s indebtedness....
...“With this unprecedented supply of cheaper materials, how does recycling compete in that environment? It is a much tougher environment than we have seen previously.”...
...The US Energy Information Administration estimates average prices of about $83/b for the year....
...A version of this article was first published by Nikkei Asia on January 16. ©2024 Nikkei Inc. All rights reserved....
...The US, in particular, is on course to increase oil output by 1.4mn barrels a day in 2023, three times the 0.4mn b/d cut from Opec+ nations....
...The slowdown has sent Tesla’s shares down 31 per cent this year, making it the second-worst performer on the S&P 500....
...He has made it his mission to significantly reduce the proportion of companies with languishing P/B ratios, to bring the TSE to levels closer to those in the US (5 per cent of S&P 500 companies) and Europe...
...When a courier received a receipt, all they saw was an anonymised route from A to B, alongside the number of miles and what they were paid....
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