All posts tagged: tech stocks

The ‘Alecta effect’ is threatening Swedish tech companies

April 21, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 21st, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. After Alecta’s billion-kronor blunder, Sweden’s institutional capital is now focused on one question: how do we avoid the same thing? The answer risks prolonging the tech winter considerably. A lot can happen in two years. In 2021, the tech market was booming. The list of […]

Aimed for space — crashed on the stock exchange

April 5, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 5th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Virgin Orbit is filing for bankruptcy. The story of how the company was listed on the stock market is part of a larger tale about a financial instrument that created enormous expectations — and has now largely collapsed. Richard Branson said that he started an […]

A record in the making — Truecaller’s earnings show the way

February 22, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 22nd, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Truecaller has long been stalked by short sellers. Now comes something harder to defend against — bad results. There’s a well-known industry truth that when a company is doing well, it’s because their product is fantastic. When things go badly, it’s because the marketing is […]

Microsoft’s big advantage — they have nothing to lose

February 8, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 8th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Side by side in Seattle. OpenAI founder Sam Altman stood alongside Microsoft’s CEO and unveiled what is genuinely a real innovation. SvD’s tech analyst Björn Jeffery answers three questions about what it means for you. At an event that brought Apple product launches to mind […]

Apple, Amazon and Alphabet all beat earnings — what comes next

February 3, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 3rd, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Apple, Amazon, and Alphabet all reported the quarters everyone had been dreading. Not even the very biggest can stand against the macro environment. Thursday started so well for stock traders. The Nasdaq Composite surged and recorded its best start to a year since 1975. The […]

The party is over — and the activist investors have arrived

January 29, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 29th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. A philanthropist as owner. World-class artists like Alicia Keys, Foo Fighters, and U2 at the massive company party. Now everything may be about to change — activist funds have set their sights on tech company Salesforce. In a large grey-blue hulk in San Francisco’s Mission […]

H&M’s Market Position Is Under Threat

January 27, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 27th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Falling profits and major technical challenges. H&M’s position in the market is under threat. Few things are as popular in business as inventing terms that make your operations sound better and more modern. The emperor is almost always naked, of course — everyone in the […]

After Tesla’s Stock Fall, Shareholder Patience May Finally Run Out

December 15, 2022
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on December 15th, 2022. Tesla is the EV market leader, but faces tough competition ahead. The bigger storm cloud, though, is coming from inside: the CEO is selling shares and pouring his energy into Twitter. Have you heard of Marc Tarpenning and Martin Eberhard? The most devoted enthusiasts will know the names, but for most people, they are two figures who disappeared without leaving a […]

Polestar Solves Its Immediate Cash Crisis — But an Enormous Challenge Remains

November 11, 2022
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on November 11th, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. While Tesla’s CEO is busy elsewhere, the other EV companies are scrambling to find their footing. Polestar has solved its immediate cash crisis — but an enormous challenge still lies ahead. 17 billion kronor. That is what Polestar’s main shareholders — Volvo Cars and PSD […]

The Fed’s Triple Rate Hike Sends New Shockwaves Through Tech

November 3, 2022
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on November 3rd, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The triple rate hike was expected. But Fed chair Jerome Powell simultaneously sent new shockwaves with the announcement that the terminal rate may need to go even higher than the central bank had previously believed. Years of excess at the tech giants may now be […]