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2021:10 wrap-up
2021 is almost in the books. It was a good year on multiple fronts (count your blessings I would say). First of all we had a little family addition…
Dec 31, 2021
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2021:10 wrap-up
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May 2021
2021:9 rotation, S&P Global, "companies that happen to sell", exchanges and cork stoppers.
Time for another write-up! I feel the speed you are moving forward varies through time. Depending on lots of things like literally your time allocation…
May 14, 2021
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Pieter Tobback
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2021:9 rotation, S&P Global, "companies that happen to sell", exchanges and cork stoppers.
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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! 2021:8 was created over multiple days (i.e. dropped something in here when I read…
Apr 5, 2021
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Pieter Tobback
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2021:8 Payments, market infrastructure, banks, creative destruction and Latin-America.
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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
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Pieter Tobback
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2021:7 Nike/Adidas margins, intangibles accounting, inflation, shipping costs, paradigm shifts and Facebook offices
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2021:6 Inflation, Fundsmith, Tepper, intangibles and Octahedron Q4 slidedeck
Some thoughts on inflation. Fundsmith and Tepper talking about their positioning. A nice intangibles talk and Octahedron Q4 slidedeck. Enjoy! Inflation…
Mar 8, 2021
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Pieter Tobback
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2021:6 Inflation, Fundsmith, Tepper, intangibles and Octahedron Q4 slidedeck
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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. Be sure to check out the ones below. And say hello to Jonathan on Twitter for his 189th…
Feb 14, 2021
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Pieter Tobback
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2021:5 doing the hard 1st principles work, RISC-V, innovation, EV battery value chain, L'oreal, Tencent and TI analog engineers
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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). Last week, equity markets recovered from their mini 5% end of January…
Feb 7, 2021
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Pieter Tobback
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2021:4 Druckenmiller buckle up, German companies can split-up, Estée Lauder, luxury marketing rules and short-selling
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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. Lots of annual letters are coming out. As expected: 2020 performance differs widely - which is…
Jan 24, 2021
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Pieter Tobback
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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
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2021:2 Failed French takeover, US resto, semi (again), non-profitable tech winning and oil majors renewable investments
Second write-up for 2021. Equity markets show a positive return year to date. EM (Asia) is winning regionally. I feel however lots of things going on…
Jan 17, 2021
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Pieter Tobback
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2021:2 Failed French takeover, US resto, semi (again), non-profitable tech winning and oil majors renewable investments
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2021:1 Software sales growth, Alibaba, Intel (again), everybody VC, Assa Abloy and GE Haliade-X
First of all: happy new year! Last days of the year were relax. “Celebrating” in what we in Belgium call our bubble (you can actually only invite 1…
Jan 3, 2021
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Pieter Tobback
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2021:1 Software sales growth, Alibaba, Intel (again), everybody VC, Assa Abloy and GE Haliade-X
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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
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Pieter Tobback
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2020:6 platforms, future winners, semiconductors and ARK
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2020:5 GHG emissions, windfarms, e-commerce % and data M&A.
No vaccine paragraph this week - but some greenish material. Was looking into windfarms and ended up with GHG emission datapoints. At the end I add some…
Dec 6, 2020
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Pieter Tobback
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2020:5 GHG emissions, windfarms, e-commerce % and data M&A.
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