Can YEEZY bridge The Gap?
For The Gap Inc. (GPS), it has been a tumultuous past few years as it has faced a slow bleed to e-commerce. Recently though Kanye West and his fashion company YEEZY have formed an alliance with GPS. The stock market reacted positively to the news, but can YEEZY bridge the gap for investors?
Optum – a hidden gem in US healthcare
Read our analysis of UnitedHealth Group’s Optum business which is a capital-light, technology-enabled health services business leveraging distinctive capabilities in data and analytics, pharmacy care services, population health, health care delivery and operations.
Is the sun rising or setting on Facebook?
Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. Read on to know more about our analysis of this social media giant and where we feel it is headed.
Amazon Makes Money Everywhere
Amazon reported its quarterly financial results last week and for the first time in more than half a decade, and after significant investment, Amazon’s International segment recorded positive quarterly operating profit.
The simple realities of governing in a pandemic
As we learn that COVID-19 eradication may not be a near-term possibility for most nations, governments are faced with a major dilemma. Should large-scale government support for those who need it be continued? Or should public deficits and associated borrowings be limited to some designated level?
Liquidity runs dry
The unforeseen pandemic caused the stock market sell-off prompting the US Federal Reserve to pump financial markets with liquidity for the next three months. Resultantly the stock market bounced back. As the Fed’s role in financial markets has moderated recently, what does this imply for the share market investors?
Will Spotify be a long-term winner?
Spotify is the world’s largest digital music and podcast streamlining platform. The company estimates that it has more than five times the amount of music data than its nearest competitor.
The Coffee Can Approach
The coffee can investing approach operates on a buy and forget model. In the long-term, allowing the best businesses to continue compounding your wealth has proven to be an effective strategy. Although the principle appears simple, in practice it is almost never followed.
Central banks banking governments
Just how much do the world’s central banking powers own of their government’s stock of financial obligations is astounding. When the central bank steps in to buy the risk-free asset in an economy, private investors trade their holdings for cash which then must be redeployed, and it finds its way into risk assets.
Compounding the cloud
As the digitization of the enterprise accelerates on its multi-decade journey, workload migrations, transformations and full code re-writes are expected to be prioritized at an ever increasing rate after COVID-19. Cloud stands to be a key beneficiary with penetration expected to double (10% -> 20%) over the coming 3-4 years, in a total market that will be ~15-20% larger ($716bn -> $837bn)
