Premature Exhilaration in Free-To-Air TV?
The air of invincibility surrounding the technology sector is dissipating. It began a year ago when some major brand advertisements on Alphabet Inc...
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U. S. Equity Strategy: Internals Remain Weak
The S&P 500 has been testing its 200-day moving average throughout last week and again on Monday. The Index closed 0.3% below the moving...
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Bluebird: Go Online!
I had a meeting earlier this week with Blue Bird Tbk Pt (BIRD IJ)'s management, trying to find out how tough are things for them given the recent...
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The Market Sentimentalist - Media Trials (Part Two)
In the first part of this note we discussed Russia’s trial-by-media following accusations by the British government that Putin’s regime was...
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Spotify – Cautious Sales Guidance
Spotify has released its 1Q18 and FY sales and earnings guidance to the market ahead of its planned direct IPO scheduled for next week. We note a...
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