The Art & Science of Investing
Summary The 2019 FAA forecast calls for U.S. carrier domestic passenger growth over the next 20 years to average 1.8 percent per year. FY 2018 was Southwest’s 46th consecutive year of profitability. FY 2018 return on invested capital was 18.4% (after tax), well in excess of Southwest’s weighted average cost of capital. Since 2010, outstanding…
The last month of October was a tough one for the investors. The S&P 500 went down more than 6% in just one month. The widely followed index almost gave away the returns for the entire 2018. The two main reasons that have spooked investor confidence are: Fear of Fed raising interest rate quicker…
Amazon has become the giant killer of the retail industry. Apart from hand-full of companies, the entire retail sector has been disrupted by Amazon. In my opinion, driven by the stellar Q2 performance by Home Depot (HD), I think it will be very difficult & expensive for Amazon to compete with HD. HD’s management has…
Summary The 2019 FAA forecast calls for U.S. carrier domestic passenger growth over the next 20 years to average 1.8 percent per year. FY 2018 was Southwest’s 46th consecutive year of profitability. FY 2018 return on invested capital was 18.4% (after tax), well in excess of Southwest’s weighted average cost of capital. Since 2010, outstanding…
The last month of October was a tough one for the investors. The S&P 500 went down more than 6% in just one month. The widely followed index almost gave away the returns for the entire 2018. The two main reasons that have spooked investor confidence are: Fear of Fed raising interest rate quicker…
Amazon has become the giant killer of the retail industry. Apart from hand-full of companies, the entire retail sector has been disrupted by Amazon. In my opinion, driven by the stellar Q2 performance by Home Depot (HD), I think it will be very difficult & expensive for Amazon to compete with HD. HD’s management has…
