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Strategies for bear market investing
Paradigm for energy investors & others
Jul 31, 2022
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Strategies for bear market investing
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Free article - Macro takes: How the Euro destroyed Europe
My article this week will be of a special kind. It is a dossier rather than an article and it will focus on a macro topic that has been in the news…
Jul 5, 2022
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Free article - Macro takes: How the Euro destroyed Europe
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June 2022
TMT Series #9: Stripe, an unrelenting focus on product innovation & customer service
Accepting online payments used to be a complicated undertaking. That’s no more but how did the space shape up really and why & how is Stripe one of the…
Jun 27, 2022
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TMT Series #9: Stripe, an unrelenting focus on product innovation & customer service
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TMT Series #8: VMware, a strategic acquisition for Broadcom's software push
Only seven months after its spin-off from Dell, VMware has caught the eye of Broadcom in a planned $61 acquisition. With shareholder value creation as…
Jun 10, 2022
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TMT Series #8: VMware, a strategic acquisition for Broadcom's software push
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TMT Series #7: Snowflake, a long-term aggressive bet on the future of the data cloud (2/2)
g. How Big Is Snowflake's Lead On Competitors? Snowflake's management breaks down the competition into four categories: Large, well-established, public…
Jun 2, 2022
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TMT Series #7: Snowflake, a long-term aggressive bet on the future of the data cloud (2/2)
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TMT Series #7: Snowflake, a long-term aggressive bet on the future of the data cloud (1/2)
2022 has been one of the toughest years for stocks so far. With the FED raising rates to combat sky high inflation, many investors have steered away…
Jun 2, 2022
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TMT Series #7: Snowflake, a long-term aggressive bet on the future of the data cloud (1/2)
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May 2022
TMT Series #6: Sea Limited, weak operating fundamentals will continue to plague the company going ahead
In 2020 and 2021, Sea Limited (SE) was the darling of the growth community. From the outside, the company checked all the boxes; explosive growth, big…
May 16, 2022
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TMT Series #6: Sea Limited, weak operating fundamentals will continue to plague the company going ahead
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Interview with renowned macro investor Felix Zulauf, founder of Zulauf Asset Management
Mr. Zulauf shares his views on the USD losing its reserve currency status, the Fed adopting a more dovish policy by summer 22 & the impact of the war in…
May 13, 2022
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Interview with renowned macro investor Felix Zulauf, founder of Zulauf Asset Management
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April 2022
TMT Series #5: Universal Music Group (UMG) and the Music-as-a-Service paradigm (Part 2/2)
III. UMG business overview UMG is the world’s leading music company with the number one global market share in recorded music (32%) and is number 2 in…
Apr 22, 2022
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TMT Series #5: Universal Music Group (UMG) and the Music-as-a-Service paradigm (Part 2/2)
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TMT Series #5: Universal Music Group (UMG) and the Music-as-a-Service paradigm (Part 1/2)
Since the advent of Spotify in 2006, music streaming has increasingly taken center stage and enabled listeners to carry their favorite music catalog and…
Apr 22, 2022
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TMT Series #5: Universal Music Group (UMG) and the Music-as-a-Service paradigm (Part 1/2)
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March 2022
My SaaS Commandments: Truths about software companies in the digital age
In this brief article, I try to sum up some truths about software companies that I learned throughout my modest experience in covering…
Mar 12, 2022
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My SaaS Commandments: Truths about software companies in the digital age
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January 2022
Crypto Series #1 | How to pick & analyze altcoins?
Before investing in altcoins, you should look into the project's whitepaper, demand-supply elements, team and stakeholders behind the project
Jan 30, 2022
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Crypto Series #1 | How to pick & analyze altcoins?
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