bearish
Coronavirus as Secular Accelerator II: US Media/Telco Edition
269 Views20 Apr 2020 07:00
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
- Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 5/1/202003 May 2020
- Coronavirus as Secular Accelerator III: Fintech / Software Edition27 Apr 2020
- Netflix: Short Peak Netflix23 Apr 2020
- Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/17/202019 Apr 2020
- Coronavirus as Secular Accelerator I: Internet, SMIDcap Edition15 Apr 2020
- TMT Corona Virus Selloff Opportunities: Disney09 Mar 2020
x