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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

Nov 2711 min read

A quick look at MicroStrategy (MSTR)

MicroStrategy (MSTR) has had an amazing run since it adopted its Bitcoin accumulation strategy in Aug 2020. Has it run too far too fast?

tim@emorningcoffee.com

Mar 188 min read

Anti-obesity medications: part 3, valuations of LLY and NVO

This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.

tim@emorningcoffee.com

Mar 147 min read

Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk

Eli Lilly (LLY) and Novo Nordisk (NVO) have been large players for decades in the market for diabetes medications and are currently...

tim@emorningcoffee.com

Mar 127 min read

Anti-obesity medications part 1: the market for anti-obesity drugs

This article is being published in instalments, of which this is the first, for context. INTRODUCTION Two macrotrends have been drivers...

tim@emorningcoffee.com

Feb 279 min read

Berkshire Hathaway: 2023 results and the path forward

Berkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.

tim@emorningcoffee.com

Feb 205 min read

Revisiting semi-conductors

This article takes a quick look at the semi-conductor value-chain, including chip designers, fabricators and chip machinery makers.

tim@emorningcoffee.com

Mar 13, 202312 min read

The end of Silicon Valley Bank

Silicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?

tim@emorningcoffee.com

Sep 22, 20226 min read

Tesla: as resilient as ever

Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?

tim@emorningcoffee.com

Aug 30, 20229 min read

Revisiting Saudi Aramco

Saudi Aramco did a much-watched IPO in Dec 2019. This article looks at the performance of the shares since the IPO (and other IOCs).

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