FT Alphaville- Watch what consumers do, not what they say May 23, 2022Ignore the doom and gloom.
- Taking inventory at Target and Peloton May 23, 2022Days inventory ratio shows the pile-up in unsold merch
- Further reading May 23, 2022WEF, wealth, stupidity, death, annihilation, etc.
- The switch back from goods to services that wasn’t May 20, 2022We still love buying tat
- Note to central banks: keep it simple, stupid May 20, 2022Bank of England investigates the value of straight talk
- Watch what consumers do, not what they say May 23, 2022
Category Archives: Choice Debt Equity
What do you do with $ 30 bn cash ?
On October 10th, it was revealed that Google is developing a self-driving car and that it had already tested it over 140,000 miles of public roads. I also learned, reading that article, that Google is sponsoring a prize for landing … Continue reading
The limits of covenants
On October 5th 2010, the Flemish business paper De Tijd published a short article entitled “Banken blijven noodlijdend technologiebedrijf Option steunen” (Banks are obliged to go on supporting the technology company Option). Option is a Belgian company manufacturing mobile modems. … Continue reading
Posted in Choice Debt Equity, Debt structure
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Conflict between shareholders and lenders: the perfect example
For years, I have been explaining to my students that there is a potential conflict of interest between the owners of a company and the people that lend money to it. Indeed, shareholders have the chance to get an upside on … Continue reading
Posted in Choice Debt Equity, Equity
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