Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Private Capital Markets

<ul>
<li>ChatGPT is a mind boggling advancement in AI-human communication. I recommend EVERY reader of this insight to try out this service.</li>
<li>This insight on ChatGPT has three parts: First, I discuss the basics of ChatGPT and valuations. Second, I provide 13 examples of questions or requests that I made to ChatGPT.</li>
<li>Third, I discuss some key investment opportunities that could capitalize on all the "buzz" surrounding ChatGPT at this moment. </li>
</ul>


ChatGPT is a mind boggling advancement in AI-human communication. I recommend EVERY reader of this insight to try out this service.
This insight on ChatGPT has three parts: First, I discuss the basics of ChatGPT and valuations. Second, I provide 13 examples of questions or requests that I made to ChatGPT.
Third, I discuss some key investment opportunities that could capitalize on all the "buzz" surrounding ChatGPT at this moment. 


ChatGPT: A Mind Boggling Advancement in AI-Human Communication

Founder, Market Thinker

Mark Tinker

Founder

Market Thinker

Mark Tinker has over 35 years experience as an investor, market strategist and economist. Having spent more than 20 years as a sell side strategist and being top rated on numerous occasions and surveys he moved to investment management in 2006 to run global equity portfolios in London and subsequently moved to Hong Kong in 2013 to help establish an Investment Management business for a top 20 international asset manager. He first started writing investment weeklies for his employers in 1989, developing a style characterised under the title Market Thinking and has been a regular commentator and presenter on CNBC, Bloomberg and other business channels, where his approach of rationalising market behaviour rather than making short term predictions on high frequency market data provides a welcome balance to his client audience.

Making Sense of the Narrative

Macroeconomics

<ul><li>We are re-introducing two regular posts, Monday Morning Musings and Friday Market Thinking to book-end the week, on the basis that regular postings are appreciated by readers, as well as providing a good discipline for ourselves.</li><li>Other posts will continue obviously. The idea of ‘Musings’ is that while none of the following might merit a full post of their own, they might perhaps add up to some interesting observations (of sorts).</li><li>This week, it is all back to ‘normal’ as Davos man hops on a Private Jet and returns to their snowy ancestral home to talk once again about climate change and world poverty for the World Economic Forum.</li></ul>

We are re-introducing two regular posts, Monday Morning Musings and Friday Market Thinking to book-end the week, on the basis that regular postings are appreciated by readers, as well as providing a good discipline for ourselves.Other posts will continue obviously. The idea of ‘Musings’ is that while none of the following might merit a full post of their own, they might perhaps add up to some interesting observations (of sorts).This week, it is all back to ‘normal’ as Davos man hops on a Private Jet and returns to their snowy ancestral home to talk once again about climate change and world poverty for the World Economic Forum.

TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

Equity Bottom-Up

<ul>
<li>Adobe is down 42% in 2022, and down 22% relative to the S&amp;P. </li>
<li>Valuation has been cut in half, and investors have voiced concerns and skepticism about its (incredibly) expensive acquisition of Figma in September.</li>
<li>Adobe remains better positioned than most large cap software peers as it maintained its guidance from October Analyst Day, highlighting the secular tide behind digital transformation efforts remains strong. </li>
</ul>


Adobe is down 42% in 2022, and down 22% relative to the S&amp;P. 
Valuation has been cut in half, and investors have voiced concerns and skepticism about its (incredibly) expensive acquisition of Figma in September.
Adobe remains better positioned than most large cap software peers as it maintained its guidance from October Analyst Day, highlighting the secular tide behind digital transformation efforts remains strong. 


Japan Specialist

Mark Chadwick

<ul>
<li>The next six months will be critical for the future of the global gaming industry as Regulators carry out further investigations into the Microsoft acquisition of Activision</li>
<li>This is particularly important for SONY, where games account for around one third of consolidated revenue and profits</li>
<li>This is a battle for the future of subscription services and cloud streaming - Call of Duty yields unprecedented power over the industry. Regulators need to do their Duty. </li>
</ul>


The next six months will be critical for the future of the global gaming industry as Regulators carry out further investigations into the Microsoft acquisition of Activision
This is particularly important for SONY, where games account for around one third of consolidated revenue and profits
This is a battle for the future of subscription services and cloud streaming - Call of Duty yields unprecedented power over the industry. Regulators need to do their Duty. 


Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Microsoft delivered a good result in the last quarter surpassing Wall Street expectations on all counts.</li><li>Microsoft Cloud revenue surpassed $25 billion, increasing by 24% and 31% in constant currency.</li><li>Microsoft is getting more customers that want to grow and innovate with its existing infrastructure.</li></ul>

Microsoft delivered a good result in the last quarter surpassing Wall Street expectations on all counts.Microsoft Cloud revenue surpassed $25 billion, increasing by 24% and 31% in constant currency.Microsoft is getting more customers that want to grow and innovate with its existing infrastructure.

Microsoft Inc: The Designer Visual Design App & Other Developments

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

ChatGPT: A Mind Boggling Advancement in AI-Human Communication

ChatGPT is a mind boggling advancement in AI-human communication. I recommend EVERY reader of this insight to try out this service.

Douglas Kim

Monday Morning Musings

We are re-introducing two regular posts, Monday Morning Musings and Friday Market Thinking to book-end the week, on the basis that regular postings...

Mark Tinker

TMT Left for Dead Long Ideas: Adobe

Adobe's tumultuous 2022 highlighted by the expensive Figma acquisition. We think strategic merits are clear and 2023 becomes a reacceleration story...

Aaron Gabin

SONY (6758) | Regulators – Duty Calls

The next six months will be critical for the future of the global gaming industry as Regulators carry out further investigations into the Microsoft...

Mark Chadwick

Microsoft Inc: The Designer Visual Design App & Other Developments

Microsoft delivered a good result in the last quarter surpassing Wall Street expectations on all counts. Microsoft Cloud revenue surpassed $25...

Baptista Research

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