Equity Analyst - Technology & Healthcare

Norm Kumar

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Thematic (Sector/Industry)

Netherlands Health care / Thematic (Sector/Industry)

<p>Our regular review and analysis of articles of interest pertaining to Artificial Intelligence and how it may affect investors. China and the US race for AI leadership in AI-= an assessment from Kai-Fu Lee, a leading VC investor. Tesla has staked out an early lead in disrupting the automotive industry and has been rewarded with tech -like multiples. The question is whether they can sustain the lead and whether it is really a barrier to begin with. Apple released several new products recently, most notably their latest iPhone, but it is the Health App on the new Apple Watch that we think bears consideration as it may push new consumers into the ecosystem because of its FDA approved heart monitor. Other articles ranging from 5G to AI policy are highlighted as well.</p>

Our regular review and analysis of articles of interest pertaining to Artificial Intelligence and how it may affect investors. China and the US race for AI leadership in AI-= an assessment from Kai-Fu Lee, a leading VC investor. Tesla has staked out an early lead in disrupting the automotive industry and has been rewarded with tech -like multiples. The question is whether they can sustain the lead and whether it is really a barrier to begin with. Apple released several new products recently, most notably their latest iPhone, but it is the Health App on the new Apple Watch that we think bears consideration as it may push new consumers into the ecosystem because of its FDA approved heart monitor. Other articles ranging from 5G to AI policy are highlighted as well.

China and the US Race for AI Lead, Tesla's Competitive Advantage, Health, the Killer Apple Watch App