Blog: You, us, everyone

Welcome to our blog – a place to discuss and exchange thoughts and ideas about IRISOS, the stock markets and all matters relating to wealth management.


Articles
Thursday, April 15, 2021 by Mr Schmid|Comment closed
within category SQ,Square,Payment solutions,Digitization of the financial industry
Square is a financial services and digital payments company based in San Francisco. It provides a commerce ecosystem that enables its sellers to start, run, and grow their businesses. In essence, it combines software with hardware to enable sellers to turn their mobile and computing devices into pa…
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Tuesday, April 13, 2021 by Mr Schmid|Comment closed
within category GPU,CPU,64-Bit-Processors,Intel,Intel,Nvidia,Artificial Intelligence
Nvidia unveiled its first server microprocessors, extending a push into Intel’s most lucrative market with a chip aimed at handling the most complicated computing work. NVDA processors are GPU based and are outperforming the traditional CPU based processors. Intel shares fell about 4% while Nvidia …
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Tuesday, April 13, 2021 by Mr Schmid|Comment closed
within category GPU,CPU,64-Bit-Processors,Intel,Intel,Nvidia,Artificial Intelligence
Nvidia unveiled its first server microprocessors, extending a push into Intel’s most lucrative market with a chip aimed at handling the most complicated computing work. NVDA processors are GPU based and are outperforming the traditional CPU based processors. Intel shares fell about 4% while Nvidia …
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Monday, April 12, 2021 by Mr Schmid|Comment closed
within category Industrials Technology II,Swiss Logistics,ABBN,INRN,KARN,E-commerce
Swiss companies are the leaders in the supply chain providers. With the oncoming changes, we expect these 4 companies to benefit most.
ABB; TP CHF 29.-
The robotic division of ABB is globally the 2nd largest robotic item supplier. Equally, we expect the company to benefit from the trend.
 
Inte…
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Friday, April 2, 2021 by Mr Schmid|Comment closed
within category Supply Chain,Offer-Demand equation,World Trade,IIoT,Relocalisation,E-commerce
The stranding of the 400-meter-long and 56-meter-wide Ever Given has once again emphasized how fast the globally interconnected economy is creaking under stress.
Recently, a number of events have fragilized world trade and the well-being of humanity. The interconnectedness of today’s world is trul…
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Wednesday, March 31, 2021 by Mr Schmid|Comment closed
within category Ecosystem 2.0,Video conferencing,Video Game Industry,Unity Software
Unity Software
Unity has its own ecosystem with about 2.2 billion users worldwide. The company’s universe is accessed mostly by developers and some end-users of apps.
In more recent times, Unity has been adopted by architects and engineers as a collaborative tool for design. Other industries, suc…
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Sunday, March 28, 2021 by Mr Schmid|Comment closed
within category Facebook,Video Game Industry,Zoom Video Communication
Facebook
For the last 10 years, Facebook has engineered in the virtual model with the outcome being its subsidiary Oculus. While no precise figures about Oculus’s business are disclosed, one can estimate that much of FB’s “other” revenues are due to Oculus—this “other” part is a sizeable USD 1.8 b…
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Friday, March 26, 2021 by Mr Schmid|Comment closed
within category Zoom Video Communication,Video conferencing
It became the new standard - Connecting remotely
Zoom aims at making virtual meetings better than in-person meetings. From a business point of view, this aim is achievable. Meeting existing customers and service providers through video conferencing is easier, more efficient, and cheaper. Zoom has …
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Thursday, March 25, 2021 by Mr Schmid|Comment closed
within category Video Game Industry,IT-System,Zoom Video Communication,Facebook,Unity Software,Video conferencing
The video game industry is changing our life. 
To be sure, the ‘metaverse’ may not ring any bells for you right now, and that is understandable because it is relatively new. According to Wikipedia, the metaverse is a collective virtual shared space created by the convergence of virtually enhanced …
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Tuesday, March 23, 2021 by Mr Schmid|Comment closed
within category Top Down View,Economic outlook,Equity Strategies,Asset rotation,Currencies
Our Top-down view for February/March 2021  on asset classes and the shape of the economy:
Macroeconomy
The most recent concerns about a renewed and faster spread-out of the pandemic means that the global recovery in DM could be if not delayed then slowed down. Yet, while global consensus views on…
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Sunday, March 21, 2021 by Mr Schmid|Comment closed
within category E-commerce,E-Marketing,PE,Digital opportunity,Shop
Shopify
Be ready to stomach risks! The company is trading with a 290 PeFwd, which either means that the share price has gone out of control or, alternatively, the company’s growth outlook is largely above average, which could truly be the case in the e-commerce sector.
The company offers merchant…
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Friday, March 19, 2021 by Mr Schmid|Comment closed
within category Telemedicin,ISRG,Long term growth trends
Intuitive Surgical 
Unlike other companies, Intuitive Surgical has a lot of detractors. For the moment, they are of an external nature: COVID-19 has proven a major problem for medical device specialists.
ISRG is trading at 57 PeFwd, which is twice as high as the average market. The agio is warra…
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Wednesday, March 17, 2021 by Mr Schmid|Comment closed
within category Pinterest,PINS,Publicity,SocialMedia,FB,TWTR
Pinterest
Pinterest is a unique platform catering to the shopping community. Very recently, PINS announced a cross-marketing facility for merchants. This should reduce friction for shop-owners as they use the same advertising campaign on multiple platforms. While the feature is presently only ava…
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Tuesday, March 16, 2021 by Mr Schmid|Comment closed
within category Etsy,E-commerce
Etsy
Etsy closed out 2020 with record figures; it posted its third consecutive quarter of triple-digit percentage growth in gross merchandise sales (GMS). This propelled 2020 revenue up 111% year over year, resulting in net income that grew 264%.
The company's network effect continues to expand …
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Wednesday, March 10, 2021 by Mr Schmid|Comment closed
within category Long term growth trends,Twilio,Publicity
Twilio
Without being aware, you may be using Twilio services and technology in everyday communications, be it through a message system, internet portal security, etc. The company provides the resources for embedding customer communication tools into business software and apps, including phone call…
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Monday, February 15, 2021 by Mr Schmid|Comment closed
within category DermTech Inc.,DMTK,Telemedicin,Healthcare services
Between 4 million and 4.5 million surgical skin biopsies are performed each year. Only around 180,000 cases of melanoma are found from these biopsies. That's a lot of cutting that ultimately proves unnecessary. Worse, these skin inspections sometimes fail to detect when melanoma or other skin cance…
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Monday, February 15, 2021 by Mr Schmid|Comment closed
within category FVRR,SaaS,Freelancing,IT Services
FVRR is a SaaS business model. Freelancing is bigger than ever, and the pandemic has just accelerated it all. FVRR offers freelancers where they don't have to bid for work; they simply post their price. Buyers of digital services know exactly what they'll get for exactly how much money.
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Sunday, February 14, 2021 by Mr Schmid|Comment closed
within category E-commerce,Contactlesss Payments,Digtial opportunity,Consumer disruption
SQ is a leading e-commerce company. It provides business management tools for businesses ranging from retailers to service providers, and restaurants are actually the biggest part of the company's current repertoire.


 
Recently, Square introduced Cash App. This simple app allows users to make…
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Sunday, February 14, 2021 by Mr Schmid|Comment closed
within category Biotechnology,MedTech,Incyte,Incyte
Incyte is the biopharma name behind myelofibrosis drug Jakafi, lymphoma treatment Monjuvi, and leukemia drug Iclusig. None of them are showstoppers like Merck's Keytruda or AbbVie's Humira.


But for a relatively small ($20 billion) outfit like Incyte, these lesser-known drugs still make a big i…
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Saturday, February 13, 2021 by Mr Schmid|Comment closed
within category E-commerce,Consumer disruption,US Technology
AMZN might play a bigger role in shaping the next few decades than any other company on Earth. The tech giant already has leadership positions in e-commerce and cloud computing, two of the most influential industries on the planet, and ongoing growth for online retail and communications has the com…
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