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Today's big stories

Intel reportedly wants to outsource some of its chipmaking production
Our analyst has uncovered a little-known company that could help Apple take down Tesla – Read Now
Dr. Martens-owner Permira announced plans for the British bootmaker's stock market debut

Intel Outside

What’s Going On Here?

Intel has a lot to process right now: reports over the weekend suggested the tech giant wants to outsource some of its chipmaking production to rivals Samsung and TSMC.

What Does This Mean?

The chipmaking industry can be split into two halves: the half that designs the chips – which includes American heavyweights Nvidia and Qualcomm – and the half that makes the chips, like TSMC. Intel, for its part, figured it could keep both plates spinning at once, but, uh, it might’ve gotten a bit ahead of itself: the company’s struggled to stay at the cutting edge of microchip technology, and it’s seen its grip on the market start to slip. Things came to a head last year when the company revealed its newest technology was six months behind schedule – and now, it seems, Intel’s finally admitted it can’t handle this alone.

Why Should I Care?

Zooming in: Everyone loves a quitter.
The news might be too little, too late in one activist investor’s not-so-humble opinion: the firm reckons Intel’s been too slow in outsourcing its manufacturing, and it’s now suggesting that selling the chip manufacturing business altogether could help revive Intel’s fortunes. And investors seem to think the hedge fund is onto something: Intel’s shares have outperformed the tech-focused Nasdaq index by around 5% since news of the activist’s involvement broke two weeks ago.

For markets: Samsmug.
Samsung’s shares hit an all-time high on the news, and its shareholders had been feeling pretty positive to begin with: the South Korean conglomerate’s stock has risen 60% since September. And with its latest smartphone hitting the shelves this week, things could be about to get even better…

You might also like: Here are some tips on how to pick the winning chipmaker.

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2. Analyst Take

The Little-Known Company Helping Apple Take Down Tesla

What’s Going On Here?

In case you haven’t heard, tech giant Apple is seriously considering getting into the electric vehicle (EV) business.

But it’s pretty unlikely to go it alone, or else risk experiencing the sort of production setbacks that once plagued Tesla.

Instead, the tech giant’s expected to hand over the complicated and capital-intensive “iCar” engineering work to a contract manufacturer.

The multi-billion-dollar question, of course, is who. And investors have already taken notice of one mobility technology company in particular.

This company – which builds premium vehicles for Daimler and BMW and advises Alphabet’s Waymo – has already seen its share price triple since March.

So that’s today’s Insight: who Apple’s likely to work with, and whether it makes for a smart investment at this stage or not.

Read or listen to the Insight here

🤖 Investerminator: Rise Of The Machines

You might think robot security guards are the stuff of movies, but Knightscope’s autonomous security robots are already in action across the US.

In fact, the Silicon Valley robotics firm is taking the lead in a market that could be worth $165 billion by 2025.

That’s where you come in: you can join the thousands of investors who have invested in Knightscope through Startengine.

Over a target life of 5 years, Knightscope are projecting a profit of up to $250,000 per robot, in a market that’s growing 10% a year.

Find out more about Knightscope, and get invested from as little as $500.

Learn More

DISCLAIMER: You should read the Offering Circular and risks related to this offering before investing. This Reg A+ offering is made available through StartEngine Primary, LLC. This investment is speculative, illiquid, and involves a high degree of risk, including the possible loss of your entire investment.

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Dressed For Success

What’s Going On Here?

Private equity firm Permira – which bought Dr. Martens in 2014 and has spent the last few years sprucing it up – announced plans on Monday to list the iconic British bootmaker on the London Stock Exchange.

What Does This Mean?

The initial public offering (IPO) won’t actually see Dr. Martens raise any fresh money from investors: it’s mostly just a way for owner Permira – which is in the business of buying companies and selling them on for a profit further down the line – to sell a portion of its shares. And with global stock markets rallying, it’s well-placed to fetch a good price for them: analysts are expecting the IPO to value Dr. Martens at more than $2.5 billion. This must be some reliable footwear, because that’s a big step up from the $450 million Permira paid all those years ago…

Why Should I Care?

Zooming in: These boots are made for listing.
Permira’s first move when it bought Dr. Martens was to boost the brand’s global presence, and its strategy seems to have paid off: the company sold 700,000 more boots between March and the end of September last year than the same time in 2019. That’s largely down to some shrewd investments in ecommerce, whose revenue over the same period jumped by 74%. And when you consider how many high-profile retail casualties there have been lately, that’s no mean feat.

The bigger picture: Happy new year!
Permira’s announcement might come as a relief to European investors, who saw the number of blockbuster IPOs in the region lag behind America’s last year. And this could be just the start: there’s a long pipeline of companies reportedly set to list on the region’s markets in 2021 (tweet this). The London Stock Exchange, for its part, might be hoping to win as many of them over as it can – especially after the UK government’s recent announcement that it was reviewing how to make the country’s stock markets even more appealing.

You might also like: How to profit from a booming IPO market.

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💬 Quote of the day

“The propagandist’s purpose is to make one set of people forget that certain other sets of people are human.”

– Aldous Huxley (an English writer and philosopher)

Tweet this

💵 There’s big business in ‘bots

You might never have thought of investing in a robotics company like Knightscope, but the numbers tell you all you need to know…

$1 trillion: The negative economic impact of crime on the US every year.

46%: The drop in crime reports when one of Knightscope’s robots is on patrol.

8: The number of patents that set Knightscope ahead of the competition.

$250k: The estimated profit per robot over its 5-year lifespan.

10%: The amount the global security market is projected to expand by each year.

$165 billion: The value of the global security market by 2025.

$500: The amount of money you need to invest in Knightscope.

Find Out More

DISCLAIMER: You should read the Offering Circular and risks related to this offering before investing. This Reg A+ offering is made available through StartEngine Primary, LLC. This investment is speculative, illiquid, and involves a high degree of risk, including the possible loss of your entire investment.

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📚 What we're reading

How to live a life in limbo (HuffPost)
All chicken, no carbs: the perfect chip? (The Naked Market)*
A very 2021 film festival (The Local)
Vogue gets lazy (The Root)

*This sponsored content keeps our stomachs full.

🌍 Finimize Community

🍻 What a pair!

Latin America and fintech go together like PB and J, like tacos and Tuesdays, like 2020 and disappointment. And at the center of it all is Ualá, Argentina’s hottest personal financial management mobile app. So we asked the company’s CEO to tell you how the pandemic is fueling a boom in demand for cashless payment options, and how the long-term future’s looking…

📈 The Stock Market in a Post-Brexit Economy: 6pm UK Time, January 20th
🤖 The Opportunity for Autonomous Tech: 1pm New York Time, January 27th
🚀 Future of Fintech in Latin America: 6pm UK Time, February 2nd

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Finimize - 😭 Intel finally admits defeat

Today's big stories

Intel Outside

What’s Going On Here?

What Does This Mean?

Why Should I Care?

The Little-Known Company Helping Apple Take Down Tesla

🤖 Investerminator: Rise Of The Machines

Dressed For Success

What’s Going On Here?

What Does This Mean?

Why Should I Care?

💵 There’s big business in ‘bots

🍻 What a pair!

Older messages

📱 Everyone wants an iPhone

🇺🇸 America gets a reality check

💀 They're coming for you, Amazon

🍾 New year, new something?

😷 Remind me what just happened?

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