2022 was one of the worst years in the past 50 for the stock market in general, and for my stocks in particular. There are multiple ways to look at it. On the one hand I’m mortified that stocks...
The past year has been extremely busy for me and the decline in blogs produced has been one of the consequences. On the one hand, I’m mortified that my annual Top Ten list has been delayed by 2...
My 2021 Top Ten Predictions
https://soundbytes2.com/2021/01/20/the-top-10-list-for-2021/
Consumers have more money available to spend – not less Much of the public dialogue concerning the economic effect of Covid19 has centered around the large number of people who have lost income...
Azure Marketing Day Each year, Azure hosts a marketing day for CMOs and CEOs of its consumer-facing portfolio companies. This year, on February 27th, we had sessions on the following topics: Refr...
https://soundbytes2.com/2020/03/16/the-impact-of-gen-z-on-marketing/
I wanted to start this post by repeating something I discussed in my top ten lists in 2017 and 2018 which I learned while at Sanford Bernstein in my Wall Street days: “Owning companies that hav...
https://soundbytes2.com/2020/01/10/2020-top-ten-predictions/
Bull Markets have Tended to Favor My Stock Picks I entered 2019 with some trepidation as my favored stocks are high beta and if the bear market of the latter portion of 2018 continued, I wasn’t...
https://soundbytes2.com/2020/01/07/recap-of-2019-top-ten-predictions/
In our October, 2015 Soundbytes (https://soundbytes2.com/2015/10/) I predicted that Omnichannel selling would become prevalent over the ensuing years with brick and mortar retailers being force...
https://soundbytes2.com/2019/11/25/defining-key-elements-of-the-new-model-for-retail/
My December 2016 post analyzed the Trump deal to retain Carrier workers in the United States and concluded it was positive for the country and for the state of Indiana. It saved 800 jobs and had ...
https://soundbytes2.com/2018/12/05/amazon-hq-award-huge-positive-for-new-york-city-and-state/
This post is part 2 of our valuation discussion (see this post for part 1). As I write this post Tesla’s market cap is about $56 billion. I thought it would be interesting to show how the ru...