💔 Johnson & Johnson are splitting up

Johnson needs some space from Johnson | The Chinese economy got some love | [TOGETHER WITH]( Hi {NAME}, here's what you need to know for November 15th in 3:08 minutes. 👫 Over 5,000 Finimizers have already signed up to our [Crypto Summit]( – the biggest-ever of its kind. Don’t miss out: come along and you’ll be chatting crypto with industry VIPs like Mark Cuban, Camila Russo, and Time Draper. [Grab your free ticket]( Today's big stories - Johnson & Johnson announced plans to split into two separate companies and focus on pharma - Our analyst has broken down the cloud computing value chain and laid out how to profit from the industry’s rise – [Read Now]( - Ecommerce giants Alibaba and JD.com reported record Singles’ Day sales, as Chinese shoppers show themselves some love Spot The Difference [Spot The Difference] What’s Going On Here? Healthcare giant Johnson & Johnson (J&J) [announced]( plans to split into two separate companies on Friday, as its consumer goods division stands out in all the wrong ways. What Does This Mean? J&J’s star segments – drugs and medical devices – made up 83% of the company’s revenue last year. That really one-upped its consumer goods division: it brought in just 17% of the company’s total revenue, and sure contributed more than its fair share of problems. Crucially, there’s that allegedly cancer-causing baby powder: it brought along a stream of lawsuits and forced J&J to funnel billions of dollars into dealing with the allegations. Makes sense, then, that J&J wants to spin off its consumer products segment within the next two years. The healthcare giant announced the plan on Friday, saying it wants to focus on its booming drugs and medical devices business. The move mirrors pharmaceutical giants GSK and Pfizer: they also plan to separate their consumer segments and focus on innovating in their more profitable areas like specialist drugs. Why Should I Care? For markets: Investors love a break-up. J&J’s announcement came just days after General Electric [said]( it would be splitting up its own business. The two are both conglomerates – big firms that operate several unrelated businesses under one roof – and cautious investors often value conglomerates lower than the sum of their parts. So investors were gleeful about the split: they sent both companies’ share prices up after they announced their break-ups. The bigger picture: Bigger is sometimes better. There is one type of conglomerate that investors like, mind you. Big tech firms like Alphabet, Microsoft, and Amazon have spent billions on acquiring other firms, and investors don’t seem to mind. That’s because tech firms tend to snap up smaller companies with unrelated businesses, and use them to further expand their dominance. You might also like: [Big pharmaceutical companies]([mean big opportunities.]( Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Spot The Difference&utm_campaign=daily-global-15-11-2021&utm_source=email) Analyst Take The Cloud Is Heading To The Stratosphere, And You Can Hitch A Ride [The Cloud Is Heading To The Stratosphere, And You Can Hitch A Ride]( [Photo of Reda] Reda, Analyst What’s Going On Here? You probably already know about [the cloud](. Yep: we’re talking cloud computing – the thing with [massive transformative power]( that positions it as the catalyst for the [fourth industrial revolution](. That gets investors excited, and they should be: the market for cloud computing is expected to grow at an impressive [average annual rate of 19% over the next seven years](. But the cloud value chain is not an easy one to understand. In fact, some parts of it can be downright fragmented, which makes spotting [investment opportunities]( that much more difficult. Take software-as-a-service (SaaS) companies for example: there are more than 20,000 of them globally. So that’s today’s Insight: [how to break down the cloud value chain](, and [build a portfolio to profit from the cloud’s meteoric rise](. [Read or listen to the Insight here]( SPONSORED BY LEDGER Your new favorite crypto wallet There’s a whole world of crypto out there for you to explore. And you can unlock all those possibilities with [Ledger Wallet](: a secure gateway that lets you trade [over 1,800 coins and tokens](* the safe way. You’ll be able to [buy, store, and exchange](* all your digital assets from Ledger’s [single, all-purpose wallet](, which means you have control over your investments. And even better, you can do it all from the [Ledger Live app]( – the simplest and most secure way to [track]( and manage your coins. That means more crypto, less stress. Discover your new favorite wallet today: [visit Ledger](. [Get Started]( Buy, exchange, lend, and other crypto transaction services are provided by third-party partners. Ledger provides no advice or recommendations on use of these third-party services. Retail Therapy [Retail Therapy] What’s Going On Here? Chinese ecommerce giants Alibaba and JD.com [reported]( record Singles’ Day sales late last week, as shoppers showed some love to themselves – and the economy. What Does This Mean? Once an excuse for single shoppers to buy themselves gifts, Singles’ Day is now the largest shopping event in the world. And during this year’s sale, ecommerce titans Alibaba and JD.com saw the value of the products they sold jump by 8% and 28% respectively, compared to last year. That meant the duo sold a total of around $139 billion worth of goods during the event – a new Singles’ Day record for them. Those sales were no easy feat, mind you: the tech giants were under pressure to adhere to the government’s sustainability drive, and put more effort into green initiatives like recycling and reducing emissions. After all, Singles' Day isn't a great match for China's environmental goals: Greenpeace [estimates]( the shopping event generates tens of thousands of tons of carbon dioxide each year ([tweet this](). Why Should I Care? The bigger picture: Not so single. Shopping events like Singles’ Day used to run over, well, a single day, but nowadays they often last for much longer. It’s a win-win: retailers get more time to make sales, plus they can manage deliveries and demand better. That’s been especially helpful this year: businesses can struggle to get stock delivered in time for these events during normal times, and current supply shortages will only have made matters worse. For markets: China wants a rebound. China reported worse-than-expected economic growth last quarter, sparking worries that consumer spending might be taking a hit. But this record-breaking Singles’ Day suggests people are spending like there's no tomorrow, which might be why an index tracking US-listed Chinese companies [jumped]( more than 5% after the news. And sure, that index is still down 26% this year after government crackdowns hurt Chinese businesses, but investors are hopeful this could be a sign of a turnaround. You might also like: [Here’s 50 stocks set to profit from China’s “common prosperity”.]( Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Retail Therapy&utm_campaign=daily-global-15-11-2021&utm_source=email) 💬 Quote of the day “Progress might have been all right once, but it has gone on too long.” – Ogden Nash (an American poet) [Tweet this]( 🤩 Fancy this space? Lovely little spot this, isn’t it? And it just so happens to be the perfect place for you to showcase your business to our [one million engaged investors](. If you share our goal of changing the finance world for the better, then [chat to us]( about [our daily newsletter]( placements. We can’t wait to see you here soon. [Work With Us]( 🎯 On Our Radar - Think skyscrapers need to be iron and steel? You’re not thinking [big enough](. - Land that job you want. Optimize your job applications with Indeed’s [resume templates]( and [industry tips](, and you’ll be at one of America’s [highest-paying companies]( in no time.* - Are you paying attention? 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