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August 2021

Music Industry vs. Artists… the opportunity for streaming giants
The music streaming giants have been as much a problem for artists as they have been an opportunity. But, the pandemic has raised the stakes and if the…
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Optionality; 8 stocks with hidden value
In 2006, Amazon began investing heavily in AWS. If you had followed the story and invested in Amazon alongside it's ramping up R&D spend, you would have…
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The valuation conundrum
Despite a strong earnings season, the mixed price action suggests investors are starting to bet hard on winners versus losers. We show through a case…
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How big a problem is China for US businesses?
The Golden Dragon Index has almost halved in value over the past few months. The risks to many of China's own digital businesses is increasingly clear…
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July 2021

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