KnowHow Capital
Subscribe
Sign in
Home
Weekly KnowHow
Charts of the Week
Equity & Portfolio Strategy
Stock Insights
ESG Insights
Archive
About
Latest
Top
Discussions
Charts of the Week
Weekly KnowHow
Sep 12, 2021
•
KnowHow Capital
Share this post
Charts of the Week
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
Charts of the Week
Weekly KnowHow
Sep 5, 2021
•
KnowHow Capital
3
Share this post
Charts of the Week
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
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…
Aug 19, 2021
•
KnowHow Capital
Share this post
Music Industry vs. Artists… the opportunity for streaming giants
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
Charts of the Week
Weekly KnowHow
Aug 15, 2021
•
KnowHow Capital
1
Share this post
Charts of the Week
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
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…
Aug 14, 2021
•
KnowHow Capital
1
Share this post
Optionality; 8 stocks with hidden value
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
Charts of the Week
Weekly KnowHow
Aug 9, 2021
•
KnowHow Capital
Share this post
Charts of the Week
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
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…
Aug 7, 2021
•
KnowHow Capital
2
Share this post
The valuation conundrum
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
Charts of the Week
Weekly KnowHow
Aug 2, 2021
•
KnowHow Capital
1
Share this post
Charts of the Week
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
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…
Aug 1, 2021
•
KnowHow Capital
1
Share this post
How big a problem is China for US businesses?
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
July 2021
Charts of the Week
Weekly KnowHow
Jul 26, 2021
•
KnowHow Capital
Share this post
Charts of the Week
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
Uber | What we got wrong...
Key Points
Jul 24, 2021
•
KnowHow Capital
Share this post
Uber | What we got wrong...
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
Uber | What we got it wrong...
Stock insights
Jul 24, 2021
•
KnowHow Capital
Share this post
Uber | What we got it wrong...
knowhowcapital.substack.com
Copy link
Facebook
Email
Note
Other
2
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts