What Are the Prospects for a Meta Rebound?
Meta has seen its valuation converge with structurally impaired cable network / streamers with margins 50% lower. We think it can boost EPS through...
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Lionheart IPO - Thoughts on Valuation
Lionheart Studio (426630 KS), a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note,...
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LionHeart Studio IPO - Peer Comparison - Youngest and Most Untested
Lionheart Studio, a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note, we...
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Ad-Based Streaming: Are We Sure This Is Netflix's Panacea (Or Disney?)
Aince last quarter’s earnings Netflix is up 18%, outperforming the S&P by nearly 23%. 4 recent upgrades share the thesis that ads will stimulate...
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North America Hits New Highs as Global Rotation Continues
North American allocations among active Global investors hit record highs, driven by Energy, Health Care and Industrials rotation.
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