I Dreamed a eDreams
This week we publish our recent research on a company in the European OTA space, we discuss Netflix's dominance of Emmy awards, and blast ESG once again.
Dear Clients and Friends of Farrer Wealth Advisors, we are pleased to bring you the Farrer Wealth Biweekly Blast, which includes our latest blog posts, fun facts, and general articles we find interesting. Happy reading and happy investing!
Latest Blog Post
I Dreamed an eDreams: Instead of our usual blogpost we’re publishing a recent discussion piece we wrote on eDreams Odigeo, a leader in the European OTA space. With traveling coming back and eDreams’ new subscription model we believe the company is ‘primed’ to take off. Click here to read our writeup (scroll down a bit to find the eDreams posting). Please note this should not be construed as investment advice. This is not a signal to buy, hold, or sell the company’s stock.
Farrer Fun Fact
Netflix story over? Investors love to complain about the quality of Netflix content or about how much they’re spending to produce/license new shows… well… the Emmy Awards Committee would highly disagree.. (thanks to our friend @punchcardinvest for sharing this infographic).
Articles and Videos of the Week
This was an educational post on the history of the payment ecosystem. For those looking to understand the industry better, its a must read.
The first reviews of Facebook’s Ray-Ban stories are out. It appears that these might be the first face-wearable glasses that actually look like they should be worn.
We have always been skeptical of ESG investing, and our man Prof. Aswath Damodaran agrees. Read his latest writeup on the subject.
Given the news about Elizabeth Holmes’s trial, this article is quite timely. It basically says the more complex your CEO’s speech, the more wary you should be.
This one is pure entertainment, but we loved reading this post about a crazy trading story during the 2000s dot com bubble.