Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
542 Views
Reinitiating Coverage of Alphabet With Wide Economic Moat, Stable Trend, and FVE of $780
We are reinitiating coverage of Alphabet with a wide economic moat rating and a fair value estimate of $780.Alphabet’s wide moat is based on the...
301 Views
Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
295 Views
Technology -Transforming Asset Allocation Decision Making
Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...
659 Views
Internet of Things Will Change the World (Part 5) - Korea; What's In the Cloud?
Internet of Things will Change the World. This is part 5 of our series. The focus of this report is the cloud service industry in Korea....
318 Views