The Buffett Indicator: Where Are US Stock Market Valuations Now?
The US S&P 500 Index fell some 23% in the first six months of the year, as biting inflation gave policymakers few options but to raise inte
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Lululemon Has Built A Huge Direct-To-Consumer Business Since 2016
Lululemon reported another set of impressive sales numbers yesterday, as the company best known for its yoga-pants continues to successfully
Activity On Airbnb Has Steadily Recovered From The Pandemic
When it comes to parties, Airbnb has a few reservations. The home-sharing site announced a temporary party ban back in 2020
The Rise Of Dining Out
We have food at home In the unlikely event that you're a teenager reading this and trying to convince your parents to eat out this...
Want To Build Wealth? Stay Away From Bonds.
The traditional financial advisor will tell you that as you get older you should decrease equity exposure and replace it with bonds or...
China’s Healthcare Appears Ripe for Digitization
While the pace of digitization in China has astonished investors during the past decade, not all sectors have enjoyed its benefits....
Will Automation Cause an Increase in the Unemployment Rate?
Throughout history, automation has sparked fears of unemployment, even though technology appears to have been a net job creator over...
The Rotation From Growth Into Value Stocks Has Strengthened This Bull Market
After rewarding innovation-based strategies handsomely in 2020 and early 2021, equity markets have rotated aggressively toward cyclicals...
The Online Sports Betting Opportunity
The History of Sports Betting 1961 – The Federal Wire Act The law prohibited the operations of certain types of betting businesses in the...
The Potential Impact of Automation on Manufacturing Profitability
In the second part of a series on the impact of automation, we focus on lessons learned from the agricultural revolution. Please read the...
We Believe Zoom Is the Fabric Connecting Global Enterprise Communications and the Future of Work
Given its stance against Zoom’s acquisition of Five9 at the current price, we would like to offer Institutional Shareholder Services’...
The Rise of Bumble?
In November 2019, I read a paper on the dating market written by a hedge fund I admire, Tyro Partners. Although he does not know I exist,...
Strategic Allocation To Innovation: A Comparison to Emerging Markets
We believe a strategic allocation to innovation probably will evolve into a sub-asset class, as did the “niche” strategy of the...
Square Valuation Model: Cash App’s Potential
We believe that Square’s (SQ) Cash App could become a leading global consumer financial services provider. If Cash App can monetize 20%...
What Streaming Services Can Learn From Netflix
Video streaming services don’t need great content to grow: they need content, period. While counterintuitive at first, think about your...
The Coronavirus: Innovation Gains Traction During Tumultuous Times
The coronavirus has thrown the markets for a loop, understandably. Half of the solution is understanding the problem, so we are reassured...
Health Care In The Genomic Age
We believe investors need to understand how genomics innovation can be a catalyst for growth. Over the last five years, we have passed...
Are Tech Stocks Living in a 2nd Dot-Com Bubble?
Over the past decade, investors have had an infatuation with large-cap tech stocks. Over the past 7 days, the Nasdaq reached a new...
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