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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An Analysis on Lending Club
Lending Club, the leading loan marketplace that has epitomized the rise of the fintechs and its growth from startup to corporate status, went...
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The Case for Fintechs
Financial technology firms, popularly called fintechs, refers to up and coming startups that use technology to make financial systems more...
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Tracking Stock Leaves EMC/Dell Deal in Virtual Confusion
The wide gross spread in the EMC/Dell deal reflects long exposure to VMware, which has declined sharply in recent months, while deal risk appears...
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Hadoop M&A May Begin Soon
Hadoop - the potentially disruptive big data technology growing at over 50% per year - has inspired several startups including the "unicorn,"...
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