I sold Graftech (EAF) today at an average price of $7.2. * * * Graftech further slowdown in Q2 as steel volumes decreases The investment in the graphite electrode manufacturer – Graftech, was based on…
The U.S. just had one of its worst days of COVID-19 deaths since April, 56 million Americans have filed for unemployment and the presidential election is less than three months away. At the same time,…
Electric vehicles are certainly the future of the automobile market, but does this justify that Tesla will trade at a market capitalization of $277 billion? This is larger than the combined value of Toyota, General…
I sold STNG today at an average price of $12.4. Scorpio Tankers has released an excellent financial report for the second quarter of 2020. It was the strongest quarter ever, with results similar to those…
Facebook beat the Corona big time during the lockdown A few days ago, the four giants – Apple, Amazon, Google, and Facebook released their financial results for the second quarter, and despite the corona, they…
Many predict that the global economy is headed into a recession but stock prices are flying up. how is it possible? Well, the global economy is indeed looking depressed due to the Corona lockdown, Except…
The financial results of most companies in the second quarter of the year are not really interesting because the whole world was locked at home in the first wave of the corona. Still, it is…
The corona-virus accelerated the transition of many activities to the digital arena. It’s not just buying stuff online instead of going to physical stores, but also in the field of social media, studying, meetings, etc,…
Just before the second-quarter earnings season is launched, here are some interesting recent updates on the portfolio companies. Facebook to tag ‘harmful’ posts as boycott widens. About 90 companies, some are leading corporations such as…
SolarEdge continued to grow strongly in the first quarter of 2020. Sales jumped 58.5% year-over-year to reach $431 million. The operating margin also remained at its high level, 15.8%. SEDG had $427 million of cash…