Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
374 Views
SCMA - Dire Straits Comeback - On the Ground in J-Town
A conversation with Surya Citra Media Pt Tbk (SCMA IJ) this week revealed a much more pessimistic view than expected about the state of the TV...
283 Views
Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US) paid US$800 mn increase its stake in money-losing logistics...
397 Views
SoftBank (9984) - Doubling Up on the VC Bet?
The suggestion that Softbank (9984 JP) is planning a second, larger, investment fund may well answer the question of what Son plans to do once...
174 Views
Sell Disney; Underweight TV Broadcasters
Internet TV is the most important theme driving Walt Disney’s share price and those of other TV networks We have increased the weighting of this...
212 Views