Observing the market
Subscribe
Sign in
Home
Archive
About
Latest
Top
2021:10 wrap-up
2021 is almost in the books.
Dec 31, 2021
1
Share this post
Observing the market
2021:10 wrap-up
Copy link
Facebook
Email
Notes
More
May 2021
2021:9 rotation, S&P Global, "companies that happen to sell", exchanges and cork stoppers.
Time for another write-up!
May 14, 2021
•
Pieter Tobback
Share this post
Observing the market
2021:9 rotation, S&P Global, "companies that happen to sell", exchanges and cork stoppers.
Copy link
Facebook
Email
Notes
More
April 2021
2021:8 Payments, market infrastructure, banks, creative destruction and Latin-America.
Time is flying when you are having fun - we are already in April!
Apr 5, 2021
•
Pieter Tobback
1
Share this post
Observing the market
2021:8 Payments, market infrastructure, banks, creative destruction and Latin-America.
Copy link
Facebook
Email
Notes
More
March 2021
2021:7 Nike/Adidas margins, intangibles accounting, inflation, shipping costs, paradigm shifts and Facebook offices
This week something about the big sportwear companies such as Nike and Adidas, the End of Accounting, another wrap-up with regard to inflation, Paradigm…
Mar 16, 2021
•
Pieter Tobback
Share this post
Observing the market
2021:7 Nike/Adidas margins, intangibles accounting, inflation, shipping costs, paradigm shifts and Facebook offices
Copy link
Facebook
Email
Notes
More
2021:6 Inflation, Fundsmith, Tepper, intangibles and Octahedron Q4 slidedeck
Some thoughts on inflation.
Mar 8, 2021
•
Pieter Tobback
1
Share this post
Observing the market
2021:6 Inflation, Fundsmith, Tepper, intangibles and Octahedron Q4 slidedeck
Copy link
Facebook
Email
Notes
More
February 2021
2021:5 doing the hard 1st principles work, RISC-V, innovation, EV battery value chain, L'oreal, Tencent and TI analog engineers
During the past week - I listened to quite some podcasts.
Feb 14, 2021
•
Pieter Tobback
Share this post
Observing the market
2021:5 doing the hard 1st principles work, RISC-V, innovation, EV battery value chain, L'oreal, Tencent and TI analog engineers
Copy link
Facebook
Email
Notes
More
2021:4 Druckenmiller buckle up, German companies can split-up, Estée Lauder, luxury marketing rules and short-selling
Snowy weekend in Belgium (which only means a few centimers of snow).
Feb 7, 2021
•
Pieter Tobback
Share this post
Observing the market
2021:4 Druckenmiller buckle up, German companies can split-up, Estée Lauder, luxury marketing rules and short-selling
Copy link
Facebook
Email
Notes
More
January 2021
2021:3 Shorts going through the roof, 6% US vaccination, VC funded public companies, Starbucks drive tru, Fundsmith letter, is covid going…
An eclectic mix of things passed by my desk this week.
Jan 24, 2021
•
Pieter Tobback
Share this post
Observing the market
2021:3 Shorts going through the roof, 6% US vaccination, VC funded public companies, Starbucks drive tru, Fundsmith letter, is covid going to change habits?, quantum computing and earnings season
Copy link
Facebook
Email
Notes
More
2021:2 Failed French takeover, US resto, semi (again), non-profitable tech winning and oil majors renewable investments
Second write-up for 2021.
Jan 17, 2021
•
Pieter Tobback
Share this post
Observing the market
2021:2 Failed French takeover, US resto, semi (again), non-profitable tech winning and oil majors renewable investments
Copy link
Facebook
Email
Notes
More
2021:1 Software sales growth, Alibaba, Intel (again), everybody VC, Assa Abloy and GE Haliade-X
First of all: happy new year!
Jan 3, 2021
•
Pieter Tobback
1
Share this post
Observing the market
2021:1 Software sales growth, Alibaba, Intel (again), everybody VC, Assa Abloy and GE Haliade-X
Copy link
Facebook
Email
Notes
More
December 2020
2020:6 platforms, future winners, semiconductors and ARK
As an intro - bumped into this opening paragraph from Liberty’s substack. I do like it and tend to agree with the Amazon approach: do lots of small…
Dec 22, 2020
•
Pieter Tobback
Share this post
Observing the market
2020:6 platforms, future winners, semiconductors and ARK
Copy link
Facebook
Email
Notes
More
2020:5 GHG emissions, windfarms, e-commerce % and data M&A.
No vaccine paragraph this week - but some greenish material.
Dec 6, 2020
•
Pieter Tobback
1
Share this post
Observing the market
2020:5 GHG emissions, windfarms, e-commerce % and data M&A.
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
