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UPS ($UPS) and Fedex ($FDX) are undervalued
The percentage of sales online continues to grow vs in-person. Amazon Deliveries are the main competitor coming up, and new competitors without the backing of one of the largest companies in the world, face an uphill battle to get in an industry largely dominated by UPS, Fedex and USPS. In this analysis we will focus on UPS, as I consider it the best opportunity out of current parcel delivery services. Many of the reasons I have for UPS apply to Fedex and other, hence diversification may be...
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The soft/hard skills differentiation is holding us back
We have all seen this differentiation at some point in life to various degrees. For example, often in school, students that obsessively focus on getting the best grades often end up stunted in their social skills and often don’t excel in their professional life, due to a variety of reasons, such as a limited sense of curiosity, limited ability in dealing with ambiguity, communication difficulties with others...
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Nietzche seems great because it is so much easier to destroy than to create.
How difficult is it to build a house? What about a cathedral, a palace, a museum, a fortress, a castle? Different levels of complexity, difference a mount of people needed… Destroying, or just critici…
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Your personality matters far less than you think
I realize, interacting with students, teenagers and younger co-workers peers that many believe that their personality traits are a leading factor in deciding what do to or how to tackle their own care…
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Tesla's stock price is divorced from reality and it makes no sense to bet against it, but rather to ignore it
In martial arts, in war, in politics… in life overall there’s a shared concept about hitting your opponent in their center of gravity. This is, where it hurts most . In organizations, groups, movement…
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We are too entertained and that makes us empty, sad and ineffective
There is a meme on the Internet about Middle Ages peasants working less hours than a modern white collar worker. The claim states that the church was ensuring peasants are happy and fulfilled by keepi…
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Kenvue ($KVUE) drop is an emotional overreaction
Since around July the stock has been dropping from 22$ to current 15$. The administration proclaimed that Tylenol is a potential root cause of autism in unborn babies on September 22, although it is likely that insiders knew and traded the stocks before that (Buy the rumor, sell the news…). Without getting political, we can do an analysis assuming that everything the administration mentioned is correct and Tylenol does indeed increase the chance of Autism in unborn babies...
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DiscussionAuthorM5Tv4BfQb69v Discussion Title 390792000
DiscussionAuthorM5Tv4BfQb69v Discussion Excerpt 390792000
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