ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
402 Views
NetDragon: Quality Business with Limited Downside & Unlimited Upside. Value or Growth? Why Not Both!
NetDragon (“ND”) is a true innovator as a Chinese internet company. In addition to online game development and operation, ND has built two...
413 Views
Rise of the Machines: The AI Arms Race…
It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the...
773 Views
Artificial Intelligence & Internet of Things: Making Sense of It All
As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush...
404 Views
Growth in Foodservice Amidst Slowdown in China: The Starbucks Approach
For years, China’s double-digit economic growth attracted global operators in all industries, including foodservice, looking to meet a seemingly...
304 Views