Alexander Sommer
@asommer01.bsky.social
Investing (VALUE) & Sports (Ski, Hiking & Golf)
Pinned
Education + Free Trade + Free Markets = Wealth
Nice view on Capri Holdings. Worth a look 👀
$cpri #econsky
$cpri #econsky
Market Ignores CPRI Divestment; An Opportunity For New Investors
Why we still think CPRI shareholders can make an outsized return from selling Versace
www.cedargrovecm.com
April 25, 2025 at 10:05 AM
Nice view on Capri Holdings. Worth a look 👀
$cpri #econsky
$cpri #econsky
Reposted by Alexander Sommer
McGovern: "How is any company supposed to forecast for their future, build a plant, hire workers, if they have no idea what the hell this president is gonna do in his next tweet? ... I need a neck brace to be able to get through all this."
April 9, 2025 at 6:52 PM
McGovern: "How is any company supposed to forecast for their future, build a plant, hire workers, if they have no idea what the hell this president is gonna do in his next tweet? ... I need a neck brace to be able to get through all this."
Reposted by Alexander Sommer
Rep. Steven Horsford to Greer: "So the trade representative hasn't spoken to the POTUS about a global reordering of trade, but yet he announced it on a tweet? WTF! Who is in charge? It looks like your boss just pulled the rug out from under you. There is no strategy ... is this market manipulation?"
April 9, 2025 at 6:18 PM
Rep. Steven Horsford to Greer: "So the trade representative hasn't spoken to the POTUS about a global reordering of trade, but yet he announced it on a tweet? WTF! Who is in charge? It looks like your boss just pulled the rug out from under you. There is no strategy ... is this market manipulation?"
Reposted by Alexander Sommer
HOWARD MARKS: “This is the biggest change in the environment that I've seen probably in my career. We've gone from free trade and world trade and globalization to this system, which implies significant restrictions on trade in every direction and a step toward isolation for the United States." 🇺🇸
April 6, 2025 at 8:16 PM
HOWARD MARKS: “This is the biggest change in the environment that I've seen probably in my career. We've gone from free trade and world trade and globalization to this system, which implies significant restrictions on trade in every direction and a step toward isolation for the United States." 🇺🇸
Trump is losing the confidence of business leaders, billionaire investor Bill Ackman says
April 7, 2025 at 4:38 AM
Trump is losing the confidence of business leaders, billionaire investor Bill Ackman says
Warren is right!
Source: cnbc
Source: cnbc
April 4, 2025 at 3:44 PM
Warren is right!
Source: cnbc
Source: cnbc
Mr. Market is manic-depressive. Capri Holdings market cap is now ~1.7 bUSD. Prada is going to buy Versace from Capri for ~1.6bEUR. Versace accounts for ~20 % of Capris revenue.
#econsky $cpri
#econsky $cpri
April 4, 2025 at 11:00 AM
Mr. Market is manic-depressive. Capri Holdings market cap is now ~1.7 bUSD. Prada is going to buy Versace from Capri for ~1.6bEUR. Versace accounts for ~20 % of Capris revenue.
#econsky $cpri
#econsky $cpri
Education + Free Trade + Free Markets = Wealth
April 4, 2025 at 5:07 AM
Education + Free Trade + Free Markets = Wealth
On the point! The combined trade deficit of goods and services btw US and Europe is ~47b EUR. This nuts to have a tariff/ tax war. Trump is fooling the American people. But for those who believe in him they have ti deal with the consequences.
Europe to Trump: Prepare for retaliation against your tariffs
YouTube video by CNN
youtube.com
April 2, 2025 at 5:37 AM
On the point! The combined trade deficit of goods and services btw US and Europe is ~47b EUR. This nuts to have a tariff/ tax war. Trump is fooling the American people. But for those who believe in him they have ti deal with the consequences.
Reposted by Alexander Sommer
Salute to the Canadians for putting these ads up in downtown DC, they’re right and they should say it more 🫡
March 29, 2025 at 11:30 PM
Salute to the Canadians for putting these ads up in downtown DC, they’re right and they should say it more 🫡
The market cap of Foot Locker is with 1.38bUSD ridiculous low. Current cash position is ~400mUSD. Mr. Market is going irrational in these times. CEO Mary Dillon, former successful CEO of Ultra Beaty, is beginning to put her reputation on the line.
#econsky
#econsky
March 30, 2025 at 5:01 AM
The market cap of Foot Locker is with 1.38bUSD ridiculous low. Current cash position is ~400mUSD. Mr. Market is going irrational in these times. CEO Mary Dillon, former successful CEO of Ultra Beaty, is beginning to put her reputation on the line.
#econsky
#econsky
The world press/ media should decide to ban any news on Trump. It‘s waste of time for our brains. If he wants to destroy the US it will be the problem of those who voted for him. Not ours. The transition of military and economic interests is already on the way.
March 27, 2025 at 6:23 AM
The world press/ media should decide to ban any news on Trump. It‘s waste of time for our brains. If he wants to destroy the US it will be the problem of those who voted for him. Not ours. The transition of military and economic interests is already on the way.
Look‘s like that Germany 🇩🇪 will shape a turnaround wit a gigantic xxl investment package in security and infrastructure. Germany is a stable and safe democratic country. Money will flow back to Germany and Europe.
March 15, 2025 at 6:44 PM
Look‘s like that Germany 🇩🇪 will shape a turnaround wit a gigantic xxl investment package in security and infrastructure. Germany is a stable and safe democratic country. Money will flow back to Germany and Europe.
Dario Vitale Appointed Versace’s Chief Creative Officer -> good move from Capri Holdings. It could be a sign that Prada and Capri are close to a deal. Vitale is from Miu Miu a Prada brand.
March 13, 2025 at 12:14 PM
Dario Vitale Appointed Versace’s Chief Creative Officer -> good move from Capri Holdings. It could be a sign that Prada and Capri are close to a deal. Vitale is from Miu Miu a Prada brand.
Reposted by Alexander Sommer
One of my companies informed me they cancelled a $2m conference in Florida. Why ?
They didn’t feel they could pass on the incremental cost of tariffs. So they are cutting expenses.
That’s a city that lost a ton of tourism revenue.
The cost of tariffs isn’t just the cost of the tariff
They didn’t feel they could pass on the incremental cost of tariffs. So they are cutting expenses.
That’s a city that lost a ton of tourism revenue.
The cost of tariffs isn’t just the cost of the tariff
March 10, 2025 at 9:38 PM
One of my companies informed me they cancelled a $2m conference in Florida. Why ?
They didn’t feel they could pass on the incremental cost of tariffs. So they are cutting expenses.
That’s a city that lost a ton of tourism revenue.
The cost of tariffs isn’t just the cost of the tariff
They didn’t feel they could pass on the incremental cost of tariffs. So they are cutting expenses.
That’s a city that lost a ton of tourism revenue.
The cost of tariffs isn’t just the cost of the tariff