The FANG virus

Nothing is so bad that it isn't good for something else. If you're an investor in FANG stock - Facebook, Apple, Netflix and Alphabet (Google) - and potentially Microsoft as well, you will probably have one eye on your portfolio, which is doing pretty well and have recovered what was briefly lost. The other one… Continue reading The FANG virus

The Norwegian Real Madrid

When you think about how hard the Covid-19 pandemic is hitting you, think about how you would have felt, if you worked at an airline or a company affiliated with one. *GULP*. People are not allowed to travel, your planes are grounded, you have high recurring costs for leasing aircraft, a valuable, sizeable staff you… Continue reading The Norwegian Real Madrid

Corona thoughts, part 5

Jeffrey Katzenbergs new mobile streaming service meant for the commute, Quibi, has finally launched. And is getting killed by the reviewers. You can be excused for thinking that the timing couldn't be worse when no-one is commuting right now, but in general the service seems to be a product looking for a problem, where there… Continue reading Corona thoughts, part 5