tim@emorningcoffee.com
Results: Week 5 "New Tech" / WFH Companies
The four companies featured in Week 5 "New Tech"/ WFH Companies" have reported, and this is the update including ZM, LMDN, SE and SNOW.
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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.
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tim@emorningcoffee.com
Mar 1, 202110 min read
"New Tech" / WFH Companies: Week 5
In week 5 of the high flyers, I present four companies reporting earnings this week: Zoom, Lemonade, Snowflake and Sea Limited.
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tim@emorningcoffee.com
Feb 22, 202113 min read
"New Tech" / WFH Companies: Week 4
4th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!
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tim@emorningcoffee.com
Feb 15, 202110 min read
"New Tech" / WFH Companies: Week 3
Covered this week are six high fliers: Appian, Fastly, Palantir, Roku, Shopify and Twilio
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tim@emorningcoffee.com
Feb 13, 20215 min read
Week Ended Feb 12th 2021 and the Week Ahead
This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....
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tim@emorningcoffee.com
Feb 8, 20217 min read
"New Tech" / WFH Companies: Week 2
In one way or another, all [21] of these companies tend to be disrupters and many have benefited from the pandemic.
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tim@emorningcoffee.com
Jan 30, 20215 min read
Week Ended Jan 29th 2021 and the Week Ahead
Global equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.
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tim@emorningcoffee.com
Jan 27, 202111 min read
Shorts and GameStop
There is a growing crescendo of stories in the financial press these days regarding short sellers, and the role that short sellers play in t
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