Reinitiating Coverage of Alphabet With Wide Economic Moat, Stable Trend, and FVE of $780
We are reinitiating coverage of Alphabet with a wide economic moat rating and a fair value estimate of $780.Alphabet’s wide moat is based on the...
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Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Technology -Transforming Asset Allocation Decision Making
Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...
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Internet of Things Will Change the World (Part 5) - Korea; What's In the Cloud?
Internet of Things will Change the World. This is part 5 of our series. The focus of this report is the cloud service industry in Korea....
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Internet of Things as an Investment Theme
Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...
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