Ghost Global
Too much stock!
The supply-demand dynamics swung completely from 2021 to 2022. When global apparel retailers report on this festive season, you can be sure that margins will be an ugly story.
Ghost Global
Ghost Global (Disney | Warner Music Group)
In updates from two of the biggest media companies in the world, we take a look at the change of management at Disney and the solid growth in music revenue that is powering Warner Music.
Ghost Global
Ghost Global (Burberry | Twitter)
Burberry banks on British and it's working, with revenue and profits higher. At Twitter, Elon Musk isn't scared to flip the bird.
Ghost Global
Disney is taking the mickey
I'm becoming rather tired of management teams who destroy shareholder value because of pet projects. Disney is the latest example.
Ghost Global
Ghost Global (Alphabet | Amazon | Meta)
Alphabet sticks to a slow and steady strategy. Amazon struggles to see the forest for the trees. Meta-morphosis: does Zuck have this under control?
Ghost Global
Ghost Global (Hasbro | Goldman Sachs | Volvo)
Hasbro's prospects are being carried by Magic: The Gathering. Goldman Sachs is at a painful point in the cycle. Volvo's sales are doing well but margins are lower.
Ghost Global
Ghost Global (Domino’s | TSMC)
Ghost Grad Karel Zowitsky chose cheese and chips for Ghost Global this week. With the latest on Domino's and Taiwan Semiconductor Company, there's a lot to learn.
Ghost Global
Ghost Global (US Banks | GM | Porsche | Samsung)
US banks will report numbers against a backdrop of recessionary risks. General Motors has dethroned Toyota in the US. Porsche is the fifth most valuable company in Germany. Samsung has slumped on falling smartphone demand.
