Musings on Markets

JUNE 23, 2023

The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. Love-Hate Relationship with Markets! I will start this post with a couple of confessions.

Start-ups 99

Start-ups Marketability Market Capitalization Technology 99

Valutico

MARCH 1, 2023

In 2019, the company announced that it plans to reduce its oil and gas output by 40% by 2030. At this year’s event this goal was reduced by 15%, meaning fossil fuel output will only decrease by 25% by 2030. billion to the bottom line by 2030. The new strategy also includes investing an additional GBP 6.6 (USD

Discounted Cash Flow 52

Discounted Cash Flow Net Debt EBIT Equity 52

Valutico

OCTOBER 17, 2022

This led to a market cap of €78 billion after the IPO, which is higher than the current market capitalization of its parent company Volkswagen AG (€72 billion). . To remain well positioned for the future, Porsche dev eloped their ‘ strategy 2030 ’. per share, the top end of its target range. Recent Financial Performance.

Discounted Cash Flow 52

Discounted Cash Flow EBIT Equity EBITDA 52

Valutico

NOVEMBER 14, 2022

The target is to have 100 Gigawatt gross installed renewable power generation capacity by 2030. . This strong financial performance is also reflected in the stock market as TotalEnergies is currently trading at €57 per share, which is a year-on-year increase of roughly 30%. Recent Financial Performance.

EBIT 52

EBIT Equity Dividends EBITDA 52

Valutico

NOVEMBER 14, 2022

The target is to have 100 Gigawatt gross installed renewable power generation capacity by 2030. . This strong financial performance is also reflected in the stock market as TotalEnergies is currently trading at €57 per share, which is a year-on-year increase of roughly 30%. Recent Financial Performance.

EBIT 52

EBIT Equity Dividends EBITDA 52

Valutico

JANUARY 9, 2023

In 2030 Starbucks is expected to have 55,000 stores around the world. In comparison to Starbucks’ market capitalization of $120 billion we suggest that the company is slightly overvalued. . The company increased its sales growth target to 10%-12% compared to the previous target of 8%-10%. Changes in Rewards Program.

Discounted Cash Flow 52

Discounted Cash Flow EBIT EBITDA Market Capitalization 52

Valutico

JANUARY 9, 2023

In 2030 Starbucks is expected to have 55,000 stores around the world. In comparison to Starbucks’ market capitalization of $120 billion we suggest that the company is slightly overvalued. . The company increased its sales growth target to 10%-12% compared to the previous target of 8%-10%. Changes in Rewards Program.

Discounted Cash Flow 52

Discounted Cash Flow EBIT EBITDA Market Capitalization 52