Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

<ul>
<li>The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to current first movers from Tesla to Nvidia look excessive.</li>
<li>It’s striking that Wal-Mart and GM are outperforming Amazon and Tesla, while Intel is outperforming AMD as it reinvents itself as an AI player - some incumbents are adapting fast to disruption risks.</li>
<li>I’ve been covering AI regularly since 2013/4 as a theme, but every IB tech analyst is now an…</li>
</ul>


The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to current first movers from Tesla to Nvidia look excessive.
It’s striking that Wal-Mart and GM are outperforming Amazon and Tesla, while Intel is outperforming AMD as it reinvents itself as an AI player - some incumbents are adapting fast to disruption risks.
I’ve been covering AI regularly since 2013/4 as a theme, but every IB tech analyst is now an…


Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...

United States

Sonic Corp. franchises and operates a chain of drive-in restaurants.  The Company currently has Company-owned and franchised restaurants, principally in the south central and southeastern United States.  Sonic's restaurants offer made-to-order hamburgers and other sandwiches, as well as signature items.

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Sonic Corp (SONC US)

Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...

The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...

Sean Maher

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