Author Archives: Emanuele RdMV

Howard Marks, co-founder and co-chairman of Oaktree Capital Management, recently spoke at Goldman Sachs stating that in order “to outperform you must hold a position different from the crowd”, adding that it will most likely make heads turn and cause controversy. With that said, there are currently few companies that spark as much controversy andContinue reading “TSMC: A look back at what has changed  “

It has been just over a year since the coronavirus pandemic began to wreak havoc across the globe, devastating businesses, in particular, the travel industry. Both airlines and cruise lines experienced the true severity of the financial implications that followed when their entire businesses came to a dramatic halt. Since then, airlines have managed toContinue reading “Will Cruise Lines ever set sail again?”

Phones, computers, medical devices, and nearly all types of electrical devices have one thing in common aside from being an essential part of modern society: they all require a processor. Although they may not all need to be of the highest performance, those that do, are made in Taiwan, but more specifically made by TaiwanContinue reading “A look inside the lifeline of big tech: TSMC”

What is Siemens? Siemens AG (FWB: SIE), founded in 1847  by inventor Werner von Siemens, is a multinational conglomerate company which is headquartered in Munich, Germany. It is the largest manufacturing company in Europe, employing around 385,000 in over 200 countries worldwide. Its primary business sectors consist of Industry, Energy, Healthcare, and Infrastructure & Cities,Continue reading “Siemens: an overview and what’s next for the industry giant”

Monday  COVID-19 cases topped 33 million around the globe with 1 million reportedly dead. Europe began seeing a surge in new infections. The NY times claimed they have access President Trump’s tax returns, showing he only paid $750 in tax in 2016 and 2017. They also claimed he paid no taxes in the past 10Continue reading “The Weekly Rundown”