Tag Archives: Amazon

Stop focusing just on investment performance

A combination of various factors are incredients for success Returns on investments (e.g. in company stocks or Exchange Traded Funds (ETFs)) matter a lot in the context of the wealth accumulation process of individuals. So, of course its highly reasonable to put an eye on the portfolio performance on an …

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Roche’s spin-off jewel Givaudan

Short term, stock markets are a popularity contest In 2000, in the midst of a huge tech-driven bull market, Swiss pharmaceuticals giant Roche announced that it would spin-off its fragrances and flavors division, creating a separate company to be publicly listed on the Swiss stock exchange under the name Givaudan. Roche, …

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Just let your winning stocks run

Stop trying to avoid book losses Professional and retail investors alike often stress the importance of “cutting losers and underperformers fast”. In essence, the rationale behind selling out stock positions that have been laggards in a portfolio is twofold: The first percentage points in book losses have the largest impact …

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Getting paid each month with Dividends

The beauty of passive income sources Investing in dividend-paying stocks is one of the easiest and most rewarding ways to establish an ever-increasing and reliable passive income stream. In contrast to active income (from a job), passive income is not (directly) linked to time. As a shareholder of The Coca-Cola …

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Tough times made SIXT a winner

In March 2020, when the COVID-19 pandemic brought the whole world to a literal standstill due to severe global lockdown measures, businesses everywhere – in particular in the hospitality sector such as restaurants and bars and in the tourism industry (airlines, duty-free shops, etc.) – have been hit existentially hard. …

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Shopify moves in tandem with Amazon

In the business and investing world, analyzing competitors is key. It’s just absolutely essential to know, in which competitive environment a company is operating. People often ignore, how important and healthy it is for businesses to have rivals. An enterprise cannot really become successful without at least one fierce competitor. …

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Amazon’s stock is not overvalued

When it comes to Tech Giants such as Alphabet, Microsoft, Facebook, Apple, and Amazon, one of the false Standard Investment Narrative people sometimes take is that these stocks have run ahead of themselves, that an overly optimistic perspective has been taken and that the high multiples (Price Earning Ratio; PE-Ratio) …

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Why portfolio rebalancing can be risky

When it comes to investing, asset allocation is the most important factor, having an influence on risk exposure and long-term performance. Realigning the weightings of different assets such as stocks, bonds, etc. in an investment portfolio is a very tricky process. It always bears the risk of changing things for …

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ARK Investment’s Swiss pharma holdings

Cathie Wood, founder, and CEO of ARK Investment Management LLC (Ark Invest), an investment management firm that manages some of the world’s largest actively managed exchange-traded funds (ETFs) shows an amazingly successful track record. ARK Invest focuses solely on disruptive innovation, through its ETFs, investors participate in long-term growth in the …

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