Max Osbon's Posts

Weekly Articles by Osbon Capital Management:

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Week 31: Investing In China, Zero G Manufacturing and Cloud Spending

Briefing: It shouldn’t come as a surprise that investing in Chinese companies comes with the risk of intervention by the Chinese government. China is acting as an unpredictable investment partner. | Fiber optics will soon be manufactured in space to reduce imperfections. | Cloud spending continues to grow at a rapid pace, and it’s not done growing yet. Chinese Tech…

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Communication Power Hour

Are you a professional looking to deepen your connection and impact with clients, or colleagues? Choreography For Business Founder, Rachel Cossar hosts a free, monthly Communication Power Hour covering topics from body language blindspots, virtual presence and public speaking tips. Join this open conversation on communication, presence and more every first Wednesday of the month. The next session will be August 4…

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Week 30: Buybacks Over Dividends, AlphaFold Breakthrough and The First 3D Printed Bridge

Briefing: This week, three topics caught our attention. Equity yields are higher than reported. The S&P 500 dividend yield is approximately 1.25%, but when you include buybacks the yield is closer to 2.25%. Investors may not appreciate how the buyback yield is positively impacting them from both a tax and income perspective. AI is contributing to real scientific breakthroughs. AlphaFold…

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Saturdays at Powisset Farm

Enjoy Saturdays at Powisset Farm in Dover MA throughout the summer for a laid-back farm vibe, farm-fresh food, live music, delicious al forno pizza from our outdoor brick oven, barnyard animals, new weekly StoryWalks, scavenger hunt, wine and craft beer and more. The farm store will be open, including everything you’ll need to create delicious farm-fresh food at home.

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Week 29: Interest Rates, Venture Capital and High Yield Debt

Briefing: Following many decades of incredible success, venture capital investing is aggressively funding the next wave of innovative disrupters. The high yield rate, the rate that investors earn from buying “junk” rated companies, is the lowest it’s been since 2007, which signifies very low bankruptcy risk. Where should future interest rates settle now that the 10 year treasury rate is…

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Brimfield Antique Market

Three times a year, the Brimfield Antique Market – the largest of its kind in the country– rolls out the welcome mat to over 100,000 shoppers on Route 20 in south-central Massachusetts, where 12 fields are filled with rows and rows of tented booths. Roughly 6,000 antique and collectible dealers make annual pilgrimages here to sell wares ranging from furniture and garden treasures…

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Week 28: The All Electric Future & Battery Technology

GM recently announced strategic plans to convert its entire product line into electric vehicles by 2035. For context, GM sold 6.8m new vehicles last year out of 78.5m total, making them one of the largest vehicle manufacturers in the world. It’s a bold, but necessary move to create a sustainable and environmentally aware future. Given our increasingly electrified world, battery…

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Week 27: Chinese IPOs, Global Ownership, and The AI Race

Briefing: With all of the recent news on Didi, the Chinese version of Uber, it’s a good time to revisit the challenges and opportunities related to investing in Chinese companies. Similar to the US, China is a highly sophisticated global technology leader and many investors have successfully participated in the rise of Alibaba, Tencent, JD, and so on. Investors have…

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Two Truths and a Lie

In Two Truths and a Lie, three amazing storytellers share hilarious and heartfelt stories… the only problem is, one of them is lying! It’s up to our audience to sort the facts from the fiction. The theme this month is cringe. Our storytellers will share some of their cringiest and most awkward stories to celebrate those moments too uncomfortable to bear. But…

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