FlowBank

1241 days ago

Time to chase the countries with low exposure to Tech?

Tech heavy markets such as the US, South Korea and Taiwan have been massively outperforming since the start of the year. With the current rotation taking place (sell tech / buy the rest), should investors start chasing massive underperformance dogs with no tech such as Brazil, Turkey etc? Source: Barclays, MSCI, Datastream  

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Year-to-date performance of selected countries vs. their TMT (Telecoms Media Technology) weight in the index

1241 days ago

The power of brand! Supreme was acquired by VF Corp yesterday for $2.1 billion

VF Corp. is adding skateboard and streetwear brand Supreme to its line of recreational apparel brands as people seek comfort and leisure wear during the pandemic. The parent company of Vans, Dickies, Timberland and The North Face on Monday announced plans to purchase Supreme in a $2.1 billion acquisition deal set to be completed before the end of the year. Founded in a New York skateboard shop in 1994, Supreme apparel has become popular with skateboarders, hip-hop fans and other Millennial and Gen Z youth cultures. In 2007, the Carlyle Group acquired half the company for $500 million. Over the years, VF and Supreme have routinely collaborated on products for VF's North Face, Timberland and Vans apparel lines - source: CNN, Morning Brew

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It's all in the Font

1241 days ago

S&P 500 price: sales hits a record high - overvalued yet ?

The index price of the top 500 stock in America is now at a record high relative to the sales of the companies. 

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S&P 500 price: sales hits a record high - overvalued yet ?

1241 days ago

Fake meat sales growth in freefall

This chart demonstrates the ongoing declining revenues at Beyond Meat - and why the share price came down so heavily to adjust for the stretched multiples.

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Fake meat sales growth in freefall

1241 days ago

Uber stock closed at an all-time high yesterday, up 250% from the March lows...
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Uber (UBER) stock chart
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