I hope you find these observation interesting. Many have been featured in prominent news organizations including the following:
Latest Posts
DRAFT: Governance: June 13, 2024: Big Day for Tesla and the Lake Oswego School District (LOSD)
Whether you are an investor in Tesla or LOSD municipal bonds, governance matters. And tomorrow could be a remarkable day for both Tesla and the municipal bond market as both boards meet. Tesla’s CEO is of course Elon Musk and the Chair of LOSD is Brian Bills. Today important governance provisions will be challenged in…
Is Finnish Gov Policy Harming Nokia?
When AT&T recently awarded a $14 billion contract to Ericcson, removing Nokia as a key 5G vendor, most concluded the contract was granted not due to technical prowess but rather for purely financial reasons. Before proceeding, let’s ask a simple background theoretical question. Is $25 million in annual tax revenues for the government of Finland worth…
Nokia: Invest 7.5 percent of the $20 DB Pension plan in Nokia
One of the great mysteries in the investment world to me, as an advisor squarely focused on long-term oriented opportunities, is why many corporations like Nokia do not appeal directly to public pensions for investment in their firms. Public pension pools now collectively dwarf the size of major banks and investment firms. Few large private…
New Nike 401k Plan Review (Youtube)
The Nike 401k plan has had a large change on Feb. 26th, 2021. The plan has now transitioned to focus on age-appropriated Target Date Funds provided by BlackRock. The following video will help you understand these changes and make the correct investment decisions for your future retirement. The key decision is: Do you stick with…
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