Big Data as an Investment Theme
During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...
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The Evolution of the Television Bundle: There's Still Plenty of Profit in Couch Potatoes
The television ecosystem is constantly evolving and the traditional bundle model has come under pressure recently, but we believe investors have...
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Softbank Corp Placement - Smaller Than Expected, but Overhang Weighs
Softbank Group (9984 JP) (SBG) is looking to raise almost US$3bn by selling some of its shares (5%) in Softbank Corp (9434 JP) (SBC). Post sell...
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Softbank Group: US Exposure in Three Acts - Sprint, WeWork and Vision Fund's Public Portfolio
Mixed news coming out of the US for Softbank as the T-Mobile/Sprint deal closes, word starts to spread that the WeWork minority buyout won't...
502 Views
Global Telcos: An Overlooked COVID Play
The spreading of COVID-19 has challenged the existence of most companies around the world. However, the share prices of communication platforms...
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