Ferrari’s 2030 Electric Shock
Why I love the brand but can't love the stock
Why I love the brand but can't love the stock
Why have football clubs been such a poor investment?
This auto IPO (not Carvana) has been a disaster. Luckily, their accounts told you it was coming
A case study in finding out what really drives a company's share price
Chinese tech stocks have been hit by recent Government action. We examine whether the derating is justified and what might come next.
A look at Ferrari’s valuation and its longer term investment prospects.
An IPO of Saudi Aramco in late 2018 at a valuation of $2 trillion (tn) has been widely trailed in the Press. We believe the Aramco IPO is unlikely to happen in 2018, if at all, for three main reasons: timing, the oil price, and valuation.