Yesterday, we were finally notified of the day the streaming service Max (from $WBD+1.1%)will be entering Europe. That day will be May 21, and we can look forward to, for example, streaming the Olympic Games in Paris. Game of Thrones fans might enjoy the second season of House of the Dragon.
Europe is an important region in the streaming business. So I'm curious to see the… read more
Yesterday, $BTI+0.8% provided more details of its plan to sell part of its stake in ITC Ltd and use the proceeds to buy back its own shares.
They intend to sell the shares, representing up to a 3.5% stake in ITC. They will therefore continue to hold a 25.5% stake.
From this sale, the company is expected to raise over $2 billion, which they will use to buy back their own shares… read more
Comparison of capital inflows/outflows into Chinese ETFs. Foreign investors are still shying away from investing in China, yet capital inflows were record high in 2023.
… read moreMacro data from China. Month-on-month CPI rose for the first time in 3 months, but slower than expected. This was mainly due to increased spending on travel and shopping during the holiday season. However, overall discretionary spending remains weak due to higher unemployment and concerns about the economy. Despite monetary stimulus from the People's Bank of China, there is no… read more
I'm looking at Upwork $UPWK-0.9%. It is a platform for freelancers.
I'm trying to evaluate Upwork's moat. I see the main advantage as half the fees compared to competitor Fiverr, 10% X 20% on sales.
That fixed 10% is a new format beginning in 2024, which should boost Upwork's profits considerably. I fear, however, that Fiverr will respond to this move by lowering fees and moat… read more
Volkswagen, Audi, Porsche and Scout Motors today announced plans to implement the NACS charging standard for future vehicles in North America starting in 2025 - unlike most other companies that will have access to superchargers as early as 2024.
The transition will be gradual and not all vehicles will be equipped with NACS ports starting in 2025, only brand new models.
$VWAP.BR+… read more
Are you familiar with the $JEPI+0.0% ETF?
Does anyone here have $CSCO+0.4% in their portfolio?
Cisco
CSCOI came across some interesting information about PayPal opening many new positions in Mexico. $PYPL+0.4%
PayPal is currently number one in online payments in Mexico.
Various sources predict very high growth of the e-commerce segment in Mexico over the next few years.
I don't pay for any subscription yet, although I'm very tempted to, but I somehow can't find the time to do so and then I can't watch the series just one episode at a time, how many times I get hooked and don't even sleep and then put off the essential stuff. 🙈😂 Anyway, I'm glad for this move as I have some of those $WBD+1.1% shares so I hope this will help them grow 😊.