BONCAPITAL

As we have seen during the past couple of years, the rise of Amazon, Apple and Netflix within the entertainment business has made many media companies anxious of not being able to compete in the long run in an industry with plunging advertising revenues. To stay relevant many telecoms and media companies have begun buying or placing bids on each other to show that size matters (for example AT&T and Time Warner).  The rise of video streaming from companies such as Netflix, Amazon and Google has taken traditional cable TV by storm, consequently taking large audience numbers and advertising revenues away. Traditional media companies have not been able to transform successfully and certainly not fast enough in a world where the consumption of media has constantly been changing. The question then arises; what kind of deal can traditional media houses be negotiated in a position of balance sheet weakness? The longer they wait in unloading or selling old and rusting parts of their

Wow! Monday was a hectic day on the stock market; panic selling spread across all continents and investors may have felt anxious after a few days of market turmoil as we have got so used to several months of steady increase. The descending curve began already early of last week which after that led to an abrupt dive in markets Friday and Monday. Monday’s big downfall resulted in the Dow and the S&P 500 wiping out their entire 2018 gains as well as OMX Stockholm seeing it’s index plunge into the negative. On Tuesday, the Nordic markets continued to be unnerved as we waited for the US markets to open. To our surprise, investors saw this dip as an opportunity to fill their portfolio with quality companies for a lower price which resulted in the Dow closing at +2,33% and the Nordic markets to recover rapidly in the afternoon. WHY DID IT HAPPEN? Well, there are several factors which led to the market turning downwards. On Friday last week, the U.S jobs report showed that

As I wrote in my previous post, the importance of having some spare cash when the market is seeing red is significant, especially when you believe the underlying cause for the drop is mainly fear of a market turmoil. For this exact reason, I decided to inject more capital into my portfolio which I felt was a smart move as I could buy more shares but for a lower price.  When the market opened this morning, many companies fell by at least -5%, so I jumped to the occasion and bought several more shares in Kinnevik and Castellum . I believe that Kinnevik is a company with excellent management, investment strategies, and high growth potential, whereas Castellum has a great history of dividend increases which is in line with my portfolio strategy.  To summarize what happened this morning and my feeling surrounding a sudden drop in the market, I want to share the quote below from John Paulson, an American investor, hedge fund manager and philanthropist. "Stock ma

I know... you will probably tell me that buying on the dip is not a long-term strategy and buy frequently or monthly has proven to give the highest return on investment. However, as the market went negative, and all my stocks were in the red, I couldn't help to wish that I had some money left to fill my portfolio with even more shares from the companies I already own. I have always been investing all my savings the very next day my salary lands into my bank account as my impatience takes over. To ensure that I do not end up in the same situation again, I have decided to adopt a new buying strategy which is to buy stocks regularly over the course of the month instead of buying everything  on payday. This approach ensures that I have the chance to buy shares at a lower price if the opportunity presents itself such as today. However do not mistake me, I am not trying to time the market, I will also buy when the market goes up. What is your buying strategy?

It's time; the blog is now online. After a lot of inspiration by many people on Twitter, I decided to follow the herd and begin to share my experience regarding my investments, savings and other financial related matters. I'm 28-years old and I have lived for several years a life where savings was just a mean to cover unforeseeable costs and did not see it as capital that could be invested and generate returns. The problem wasn't that I didn't want to invest my money in the stock market, it was a lack of comprehension and motivation that led me to stay away from something I did not feel familiar with. Now, however, times have changed. My interest in stocks everything it entails has skyrocketed, and every month I save money to invest in companies I truly believe in. During the beginning of 2017, I began to invest more considerable amounts into different stocks and mutual funds, trying to find a strategy which suited my risk appetite. I did a lot of beginners mistak