Multiple S in the Alphabet: How the S-curve explains why mega-techs still have enormous upside
Investors look at mega-tech companies and feel they are over-valued- how could their growth stint continue in the same trajectory? The answer lies in the S-curve. Read on to know all about it.
Tencent’s optionality upside: a blue sky for cloud
While the risks from Tencent being based in China are salient in investor’s minds at present, with many Chinese tech stocks seeing material share price declines, we believe over time the narrative will refocus on the positive revenue and earnings developments that should spring from Tencent’s optionality.
The 3 reasons why mega-tech ‘growth’ stocks are the best ‘value’ stocks today
Investors shouldn’t rotate out of mega-tech to value because mega-tech are value… Our analysis shows that mega-tech stocks not only offer some of the best growth opportunities, but also offer some of the best ‘value’ opportunities in the market today
What is the Creator Economy?
How microtransactions and advertising are sustaining the creator economy and enabling individuals to do creative work they enjoy.
The “cosmic” forces leading the US to MMT
The question of inflation brings us to a larger ongoing debate on the merits, or otherwise, of an increasingly popular idea called Modern Monetary Theory (MMT). The core idea of MMT is that governments who issue debts in their own currency can never default. After all, they can always print money to repay their debts, if needed.
Covid-19: accelerating our journey to inequality
Our analysis leads us to believe that the forces driving low economic growth, increased indebtedness, low interest rates and asset inflation will only strengthen in a post COVID-19 world.
