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Global market risks have shifted dramatically over the past 90+ days. The driving forces behind this sudden shift are inflation and excess capital (M2) because of nearly a decade of near-zero US interest rates. Over the next 12 to 24+ months, we expect very large price swings in t...
Recent geopolitical events have kickstarted a shift toward more self-sufficiency. Headlines about the end of globalisation are making the rounds. But is deglobalisation really the answer to current supply chain problems? We don't think so. By Inga Fechner , Joann...
An investment in Nigeria or Turkey clearly exposes a firm or investor to more risks than an otherwise similar investment in Germany or Canada, but why? While country risk has so many dimensions to it, there is correlation across the many dimensions, with corruption, poor legal protect...
Teladoc has failed to recover from the guidance shock in 1Q-22. Sales growth slowed at a scary pace in 1Q-22, suggesting that guidance risks have increased. Teladoc’s stock remains hopelessly overvalued. Teladoc Health, Inc. ( TDOC ) is experiencing a sign...
Fastly's revenue growth is declining. It seems unlikely the company will hit its long-term targets. The company is highly unprofitable and loses cash from its core operations. Management changes and low cash burn will let the company attempt a turnaround. Investment ...
For the first time in decades, we now have an inflation problem. This is prompting central banks to tighten monetary conditions, just as the global economy is weakening. This does not bode well for investment prospects. If things get really bad, a pivot back to monetary easing cou...
Teladoc is officially a value stock, trading at a price-to-book discount. Impairment losses dealt a big blow to investors. However, operating performance can't be doubted. The company is growing its market share in the telehealth space by acquiring hypergrowth companies that provi...
The global economic outlook has deteriorated sharply; we now expect GDP growth to be well below potential in 2023. While the near-term economic outlook is challenging, not all downturns are catastrophic - unlike those during the pandemic and global financial crisis. The economic o...
Teladoc is down 90% from its ATH and I sold my position at a 75% loss. In this article, I will discuss what went wrong. I missed a lot of red flags about Teladoc, like low insider ownership and bad capital allocation. I ignored several of my investing rules and wasn't objective. ...
UiPath is the leader in robotic process automation, an industry that’s expected to grow at a >35% CAGR through to 2030. Shares of UiPath have been trounced, having fallen more than 70% from their 52-week high. The company is seeing growth slowing for a number of reasons,...
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When it comes to investing for college, you don't have to be a master stock picker to build the education savings account you need. A well-designed portfolio of exchange-traded funds , or ETFs, could help you achieve your objectives without too much effort on your part. With that in mind, here...