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Charts of the Week
Weekly KnowHow
KnowHow Capital
Sep 12, 2021
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Charts of the Week
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Charts of the Week
Weekly KnowHow
KnowHow Capital
Sep 5, 2021
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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…
KnowHow Capital
Aug 19, 2021
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Music Industry vs. Artists… the opportunity for streaming giants
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Charts of the Week
Weekly KnowHow
KnowHow Capital
Aug 15, 2021
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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…
KnowHow Capital
Aug 14, 2021
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Optionality; 8 stocks with hidden value
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Charts of the Week
Weekly KnowHow
KnowHow Capital
Aug 9, 2021
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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…
KnowHow Capital
Aug 7, 2021
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The valuation conundrum
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Charts of the Week
Weekly KnowHow
KnowHow Capital
Aug 2, 2021
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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…
KnowHow Capital
Aug 1, 2021
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How big a problem is China for US businesses?
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Charts of the Week
Weekly KnowHow
KnowHow Capital
Jul 26, 2021
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Uber | What we got wrong...
Key Points
KnowHow Capital
Jul 24, 2021
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Uber | What we got wrong...
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Uber | What we got it wrong...
Stock insights
KnowHow Capital
Jul 24, 2021
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