Laker Asset Management

Join us on Zoom this Thursday at 7:00 PM: mhur.st/LAM

Laker Asset Management

International

International

International Holdings Update: BABA

Alibaba: Finding International Success where Amazon Falls Short INTRO: Alibaba, commonly referred to as “The Amazon of China”, has been a mainstay on the international side of the Laker Asset Management portfolio since the Spring of 2018. LAM bought just in time, as BABA revenue has nearly doubled just in the two years of ownership. Let us take a statistical glance at the e-commerce and cloud computing company’s success in China, and why the stock remains a great buy. Alibaba has effec

by Derek Kagen
International

International | Apr 8th-Apr 14th | Will Oil Production Cuts Be Enough?

Global Oil War Comes to a Close: Last Thursday, April 9th, twenty-three countries met led by Russia and Saudi Arabia, in efforts to end the "oil war" that had been in full swing since early March. On that day, production cuts were initially rejected by Mexico, but come April 12th, the deal was finalized. OPEC+ nations are to reduce output by 9.7m barrels per day in the months of May and June, or about 10% of global output. The countries, while not required to as per the deal, are likely to h

by Derek Kagen
International

International | OPEC+ and COVID in EU| Mar 22nd 2020

Follow-Up on Oil War & European Prevention Efforts UPDATE: European Stage of the Coronavirus Epidemic Italy has surpassed China in total deaths at nearly 5,500, making it the new epicenter of the virus. The entire country is completely shut down and off limits, and any movement within the country has even been restricted. Over the course of the last week we have seen lots of development in the variety of restrictions which European countries are putting in place to comba

by Derek Kagen
International

International | Renewable Energy Research | Sep 30th-Oct 6th

Intro to research Again, the international team researched and analyzed global companies to fit into the clubs renewable energy investment theme. The focus of the research is to find companies that provide into the supply chain of renewable energy production; companies that manufacture windmills or solar panels, own and produce energy, or supply electricity generated from these renewable methods. Companies researched also have a large percentage of the market share, reducing the risk of buyi

by Reid Marlow
International

International | Green Investing | Sep 23rd-Sep 30th

Overview In keeping with the clubs current investment theme of thinking green with sustainable companies, the international team researched and analyzed multiple international companies and equities that would fit into this theme. A social trend towards buying from sustainable companies is even more prevalent in other countries, specifically in Europe. Buys in international markets with a focus on sustainable companies will likely benefit the overall return of the club portfolio. Heinek

by Reid Marlow
International

International | Principle for Responsible Banking | Sep 16th-Sep 22

World Banks Adopt New Climate Change Principles According to Reuters News, banks with more than $47 trillion in assets, or a third of the global industry, adopted new U.N.-backed “responsible banking” principles to fight climate change on Sunday that would shift their loan books away from fossil fuels". Among these banks are Citi Group and Deutsche Bank.This announcement was made by the United Nations Environment Progamme Finance Initiative, before the United Nations General Assembly this u

by Reid Marlow
International

International | Aramco Attack | Sep 9th-Sep 15th

Aramco Oil Processing Facility Attacked On Saturday, September 14th, 10 drones struck hit Hijra Khurais, one of Saudi Arabia’s largest oil fields producing about 1.5 million barrels a day, as well as Abqaiq, the world’s biggest crude stabilization facility, which processes seven million barrels of Saudi oil a day. On Saturday the attack Houthi Rebels, an islamic rebel force that has gained control of northern Yemen over the past two years, claimed to be responsible for the attack. However, b

by Reid Marlow
International

International | Oil On the Rise | Sep 2nd-Sep 8th

World Oil Prices close at week highs It was a good week for oil owners around the world. All oil rose nearly 5% except for Iran Heavy and Saharan Blend. There have been a few different economic reasons as to why oil has been climbing and finishing higher and higher every week. One of the most significant reasons for a recent spike in oil is the news of a sit down between China and the US to agree upon a trade deal finally. The US, now the leader in oil production, has a large impact regardin

by Reid Marlow
International

International | Aramco IPO | Aug 26th-Sep 1st

Possible Aramco will likely be largest IPO ever Over the past week, the market has seen triggering points that forecast a possible recession. For that reason, it is ever more important to diversify and invest in international markets. I believe Saudi Aramco will be the next big international stock for our portfolio. Saudi Arabian Oil Company, more commonly known as Aramco, is a privately held petroleum and natural gas company based in Dhahran, Saudi Arabia. According to Bloomberg news, it is

by Reid Marlow
International

International | Protest In Hong Kong | Aug 19th-25th

Protest in Hong Kong affecting Markets In the past month, U.S. news has been flooded with videos and images of mass protest in Hong Kong. These protests have been occurring since March 31st of 2019. The citizens of Hong Kong are protesting an extradition bill which was proposed by the government that would allow authorities in Hong Kong to detain and extradite individuals who are wanted in mainland China and Taiwan. Hong Kong citizens fear this bill would put them under mainland China Jurisdic

by Reid Marlow