Weekly Innovation Review (WIRE) #47
Headline Developments: As has been widely expected, China has moved to greatly reduce the time under-18s spend playing computer games. Under the...
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Weekly Innovation Review (WIRE) #36
Headline Developments: SpaceX (private) is set to launch The Pentagon’s next-generation national security satellite to orbit.
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NY State To Legalize Gambling, Double Down on DraftKings?
After New York's Governor signaled he would legalize gambling, we revisit our previous bullish thesis on DraftKings to see if now is the time to re...
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Match 3Q20: Love Rollercoaster
We re-evaluate Match Group as we head back into pandemic-driven lockdowns. We thought it was a short a year ago, but now think its (going to be) an...
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Draftkings: Trading Our Pick for Future Considerations
Our investment philosophy attracts us to investing behind THE major secular trend in the world today…offline to online transition of massive TAMs....
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