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...“If I have a remit, it is to think what investments might be added to the portfolio, but there’s already a fantastic team working on those two investments.”...
...“I am the most vocal, and I would say also ruthless leaders, when it comes to telling my team that it’s nice to go to our clients and tell them they have to change, but we have to change BCG just as much...
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...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....
...What they should not do is pluck some R-star number from a model and give it a credence it does not deserve. What I’ve been reading and watching Last week was IMF week....
...R Vijayaraghavan San Jose, CA, US...
...Political will for public R&D investment has materialised....
...I don’t know if I said that earlier. But really, it’s that pricing power, which is a combination of headline prices and discipline around discounts....
...I think it’s undone 10 years of investment in making the UK a competitive place for start-ups.”...
...I prefer to look at the market since last October 27, when the market broke the downtrend that had held since July. In the four months since then, the S&P 500 has risen 24 per cent....
...About nine in 10 S&P 500 stocks were trading lower as traders assessed US inflation data that was higher than expected for March....
...I can’t promise but, to me, [the pain franchise] looks like [CF] in 2012.”...
...“I enjoy life because I am endlessly interested in people and their growth,” Buck wrote. “I feel no need for any other faith than my faith in human beings.”...
...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....
...“Presume not that I am the thing I was,” the new king tells his erstwhile friend....
...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....
...I bought an S&P 500 fund a few weeks later, selling again in September for a tidy 12 per cent profit. I felt smug after share prices dropped almost a tenth over the subsequent two months....
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
...His response: I think the financial result would be very close to the same . . . if you want to join something that may have a tiny expectation of better [performance] than the S&P, I think we may be about...
...Seems to me, therefore, that unless I can beat the S&P 500 — in sterling to match my liabilities — I shouldn’t bother. The author is a former portfolio manager....
...A recent market theory is that stocks should trade higher because r-star (the neutral rate of interest) is making financial conditions easier....
...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....
...t=Y9t0T-RnJMxWG5hi8C5-OA&s=19 Further reading:— Putting a price on Tesla post Musk (FTAV)— The Tesla financial complex (FT)...
...In the meantime, I suppose I better get practising my lip-syncing and working on my Mandarin....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
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