Scott Galloway from NYU presents their takeaway from sifting through various data points on the future strength of the four big social consumer enterprises Facebook, Google, Amazon and Apple. You can watch it here:
They might not be correct and i suppose many of those brands that he presented previously have told him that, but nevertheless a few are observed by myself or from what I read previously.
On a Singapore centric level, Singapore Post, transport stocks and retail REITS and warehouse REITs investors may reference some of the social and consumer trends taking place.
One of the threats majority of investors can see on the first level is how retailing will be impacted by the move to online and Scott’s data point shows that eventually online is only an extension of a business retail model, and that there are opportunities for brick and mortar solutions to extend customer outreach and act as click and collect points.
The most foolproof of the REIT model i felt is the warehouses. As consumption increases, depending on how retail brick and mortar trend will shift, there may be more demand for them. I was surprised that people prefer to click and purchase online, then collect their stuff from brick and mortar stores or easily assessable warehouses.
I suppose there are inflexibilities and delays in shipping not to mention a rising costs to the traditional delivery model. Can SingPost be the cost effective supply chain or would we see a new start up like GrabTaxi doing delivery at a much lower cost in Singapore.
Lastly, Scott presented an excellent break down of how Apple should be seen as and one of the amazing thing was their ability to increase their margins over time for a company dealing with consumer technology, which are usually a race to the bottom.
In this interesting slides, as the products go down from the brain to the heart to the vanity, you see greater margin extraction.
To get started with dividend investing, start by bookmarking my Dividend Stock Tracker which shows the prevailing yields of blue chip dividend stocks, utilities, REITs updated nightly.
Make use of the free Stock Portfolio Tracker to track your dividend stock by transactions to show your total returns.
For my best articles on investing, growing money check out the resources section.
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
Readers also follow Kyith to learn how to plan well for Financial Security and Financial Independence.
Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Fee-only Wealth Advisory firm Providend.
You can view Kyith's current portfolio here, which uses his Free Google Stock Portfolio Tracker.
His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.
You can read more about Kyith here.
- A Great Taiwanese Early Retirement Roundtable Discussion. - December 9, 2022
- Every S$100 Unconscious Monthly Spending Costs Singaporeans S$30,000 In the Long Run - December 8, 2022
- A High Certainty Income Plan With Glaring Holes - December 4, 2022
ReinPhD
Wednesday 11th of March 2015
It's good to look at the model of GoGoVan, which is beginning to make its presence in Singapore