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 Valuation Analysis Suggests a Market Cap of US$30 Billion
Our valuation analysis of Spotify Technology SA (SPOT US) suggests a one-year price target of US$169 per share, indicating a market cap of US$30...
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Week Ahead in Global Macro: Inflation (US, UK, Oil Reports, India), Japan/EU GDP, Lunar New Year
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we maintain short positions on US stocks...
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China Mobile Ad Opportunity: Overhyped or Underappreciated?
Advertisers continue to search for cost-effective ways to reach users on digital platforms, where they are spending ever more of their time. Not...
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The Future of Investment Research: Time to Democratise Data for Independent Research Providers?
There is a wide array of alternative data on various websites, and this market is expected to double from 2016 to 2020, reaching USD 400m,...
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