What's the Market Pricing In: Apple Vs. Amazon
This report serves two purposes. One is to screen large cap, non-financial US stocks for those that might be worth buying or shorting. The second...
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Morningstar Exponential Technology Index
The Morningstar® Exponential Technology Index is designed to provide exposure to equities identified by Morningstar’s Equity Research team as...
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Big Data as an Investment Theme
During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...
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The Evolution of the Television Bundle: There's Still Plenty of Profit in Couch Potatoes
The television ecosystem is constantly evolving and the traditional bundle model has come under pressure recently, but we believe investors have...
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Why large funds are piling into PE & VC
Private market valuations for tech companies have increased sharply in recent years, with an outbreak of so-called "unicorns" (startups valued at...
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