Paradigm Shift: A Bigger Slice of Apple's Service Pie
If you have been an investor in Apple Inc (AAPL US) this year – it has certainly been a bumpy ride – well, at least until May 1st, 2018 when it...
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Spotify Maiden 1Q Results – an Over-Reaction or Grand-Expectation?
Summary: Spotify shares closed down c6% and pared losses after a strong run-up ahead to its maiden 1Q results post IPO. We believe expectations...
156 Views
Jeff Bezos' Letter to Amazon.com Inc's Share Owners - Did It Hint on the Bid for Flipkart in India?
Jeff Bezos' views and values shared in Amazon’s annual letter to shareholders is as avidly discussed in tech circles as Warren Buffet’s letter in...
554 Views
Beware Deep Junk and Liar Loans, as Netflix Reinvents Media Sector…
A broad USD rally is finally underway, and the risk of an offshore dollar shortage remains acute for EM - the asset allocation implications have...
191 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
510 Views