Almington Capital

Almington Capital Almington Capital Merchant Bankers is an investing group with interests in public securities, ventur

01/03/2025

My fellow rebel raiser explains how the Equal Rights Amendment is critical for future generations

"Boeing Defense, Space & Security has failed both to grow meaningfully as a business segment, and to deliver margins rem...
12/03/2022

"Boeing Defense, Space & Security has failed both to grow meaningfully as a business segment, and to deliver margins remotely close to the industry average," writes Almington Capital's John Engle, "Even before the recent reversals over the past year, Boeing’s defense business margins were barely half of those enjoyed by its principal rivals."


The aerospace giant is rethinking its defense and space business after big losses in 2022

"XPENG will need to contend with intensifying competition in the EV market, which is fast reaching a fever pitch," write...
12/03/2022

"XPENG will need to contend with intensifying competition in the EV market, which is fast reaching a fever pitch," writes Almington Capital's John Engle, "With almost all players in the Chinese EV space, including luxury brands, actively competing on price already, the company may struggle to establish and maintain a sustainably profitable niche in a crowded field."


The Chinese EV maker has surged more than 50% despite an earnings miss and slashed guidance

"By creating the first media platform that allows brands to bring their omnichannel advertising campaigns into the brick...
05/13/2022

"By creating the first media platform that allows brands to bring their omnichannel advertising campaigns into the brick-and-mortar market, Cooler Screens is a real demonstration of Microsoft's stated mission to be "here, there and everywhere." It is also emblematic of Microsoft's growth strategy for its Azure cloud platform, which has emerged as Microsoft's fastest growing business segment."


In 2018, Microsoft pledged to invest $5 billion in the IoT. See why I believe IoT is one of MSFT’s most promising growth opportunities over the next decade.

"ARK Innovation ETF’s troubles have intensified markedly since the summer. With 2021 drawing to a close, I see little ho...
12/07/2021

"ARK Innovation ETF’s troubles have intensified markedly since the summer. With 2021 drawing to a close, I see little hope of an eleventh-hour turnaround. Investors in search of an undervalued innovation play might be better served looking elsewhere."


The ETF was flying high on sweet returns in 2020, but 2021 has left investors with a bitter taste

"While China has been ready and willing to rescue the nation’s corporate standard bearers when they got over their skis ...
08/21/2021

"While China has been ready and willing to rescue the nation’s corporate standard bearers when they got over their skis in times past, government attitudes have hardened under the administration of President Xi Jinping. Xi’s government has declared a number of red lines that it will no longer cross in order to save wayward Chinese enterprises, and it has upheld those boundaries to date."



GuruFocus Article or News written by John Engle and the topic is about: Xi Jinping appears unmoved by the pleas of China's largest property developer

05/25/2021

Competition is fierce for most cannabis entrepreneurs seeking to win a license in their state. Not only do applicants need to consider the wide range of requ...

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