Big Data as an Investment Theme
During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...
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Internet of Things Will Change the World (Part 4) - Korea; Security & Telecom (Friend or Foe?)
Internet of Things Will Change the World. In part four of our series, we highlight the structural impact of IoT on the security industry in...
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FCC's Incentive Auction May Face Muted Demand
The Federal Communications Commission’s upcoming auction of spectrum owned by broadcasters - intended to be acquired by the agency and then re-sold...
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SoftBank Investments into Sprint to Continue
SoftBank’s continued investments into U.S. subsidiary Sprint Corp. through the use of creative vehicles and off balance sheet financing may “not...
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The Evolution of the Television Bundle: There's Still Plenty of Profit in Couch Potatoes
The television ecosystem is constantly evolving and the traditional bundle model has come under pressure recently, but we believe investors have...
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