Bullwhip effect: Why big tech’s woes are temporary (and their shares an extraordinary buying opportunity)
The real reason why investors are wrong to be spooked by big tech earnings. Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded massive declines. Many investors, are thinking about offloading these stocks but the silver lining is that the pain is very likely only temporary.
How Amazon founder Jeff Bezos’ shareholder letters made me a better investor – 7 lessons learnt
Investment legend James Anderson said something interesting: that an investor today needed to read not just Buffett’s words, but also the shareholder letters of Amazon founder, Jeff Bezos. I took note of Anderson’s tip and immersed myself in Bezos’s shareholder letters, getting inside the great man’s thinking, and here’s what I learnt.
Expensive? Amazon is good value despite its $1.7 trillion market cap
While some investors may worry that Amazon’s massive market capitalization of $1.7 trillion means there can’t be much further upside, we believe this trading range provides long-term investors with an attractive risk-reward opportunity.
What is the Creator Economy?
How microtransactions and advertising are sustaining the creator economy and enabling individuals to do creative work they enjoy.