Superstar CEO

31-JAN-18

How important is a superstar CEO? Can one make a case for owning a company just because it has a hero at the helm? Should we blindly back entrepreneurs who start, build and then run great companies?


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JP Morgan FY numbers - poised for growth

18-JAN-18

Last week Friday we received fourth quarter and end of year results from JP Morgan. This is the first results release since we put JP Morgan on our buy list. US companies usually disclose more details on the quarterly movements. I will therefore give a summary of the annual results and then focus more on the quarterly numbers in detail.


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Intro to JP Morgan

01-NOV-17

There are two key reasons to own JP Morgan now: rising interest rates and new banking technology.


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JP Morgan results a beat, but market still uncertain about prospects

14-OCT-11

JP Morgan released results that looked decent at face value, it was not just me that thought that, I saw a couple of analyst notes that the business itself was solid, with sound fundamentals and it was just the very average outlook that dented the stock. And the market predictorbots are expecting the company to make in the region of 5 Dollars worth of earnings next year and around 10 percent more the year after that. Huh? The stock trades currently 31.60, that was down 4.82 percent yesterday in the session. That tells you what those types thought, thanks but no thanks.


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