Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

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 applications. At that time, I had noted that one of the top users of IoT was the agriculture sector and today it continues to surge ahead in its use of smart devices. This article serves to explore the innovative ways in which the agriculture industry is exploiting IoT and also serves to bolster the case for investing in IoT.

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 applications. At that time, I had noted that one of the top users of IoT was the agriculture sector and today it continues to surge ahead in its use of smart devices. This article serves to explore the innovative ways in which the agriculture industry is exploiting IoT and also serves to bolster the case for investing in IoT.

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Equity Bottom-Up

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 sustainable competitive advantages derived from its intangible assets, including the firm’s technological expertise in search algorithms and machine learning, access to and accumulation of data, and the Google brand, in addition to the network effect.Analyst: Ali Mogharabi

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 sustainable competitive advantages derived from its intangible assets, including the firm’s technological expertise in search algorithms and machine learning, access to and accumulation of data, and the Google brand, in addition to the network effect.Analyst: Ali Mogharabi

Reinitiating Coverage of Alphabet With Wide Economic Moat, Stable Trend, and FVE of $780

Transport Sector, China and Asia-focused Research

Charles De Trenck

The death of the retailer was foretold back in ’99 during the Tech Bubble, although we had not conceptualized down to Millennials Facebook usage patterns yet! Death by a thousand cuts. This piece looks at the rise of the Amazon frame of mind and the [recent] death of retail. The final discussion looks at logistics costs and variances in estimates.*** Results for brick and mortar retailers in the US this week remind us once more how long this agonizing play has lasted (Late ‘90s was the…

The death of the retailer was foretold back in ’99 during the Tech Bubble, although we had not conceptualized down to Millennials Facebook usage patterns yet! Death by a thousand cuts. This piece looks at the rise of the Amazon frame of mind and the [recent] death of retail. The final discussion looks at logistics costs and variances in estimates.*** Results for brick and mortar retailers in the US this week remind us once more how long this agonizing play has lasted (Late ‘90s was the…

The Logistics of Pain at Mainstream Retailers, or the Rise of the Amazon Mom (Not Just Millennials)

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

<a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787">Alibaba Group Holding Ltd</a> is taking the initial steps to divide and conquer Korea market with much ambition, firm strategy, and loads of cash to invest. It has been partnering with some of the key players in Korea in areas such as cloud services, online travel, online shopping, and entertainment. In this report, we explain how the company is trying to establish a major foothold in Korea in some of these key sectors in Korea. <h2>Cloud Services</h2>In April 2016, <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787">Alibaba Group Holding Ltd</a> started its…

Alibaba Group Holding Ltd is taking the initial steps to divide and conquer Korea market with much ambition, firm strategy, and loads of cash to invest. It has been partnering with some of the key players in Korea in areas such as cloud services, online travel, online shopping, and entertainment. In this report, we explain how the company is trying to establish a major foothold in Korea in some of these key sectors in Korea. Cloud ServicesIn April 2016, Alibaba Group Holding Ltd started its…

Alibaba - Jack Ma's Grand Ambition to Divide and Conquer Korea Market?

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

<ul><li>TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to video streaming services like Netflix.</li><li>But Internet TV will move faster and be more disruptive than analysts predict.</li><li>The inflection point will be the arrival of a “pure” internet TV in which all TV viewing is accessed by a single operating system, probably remote controlled by a smartphone or tablet.</li><li>Film and TV studios will see content prices bid up as technology companies – like Apple, Netflix and Alibaba – compete to acquire content rights.</li><li>TV broadcasters will report profit warnings as they lose control of payTV subscription revenues and TV advertising revenues.</li></ul>

TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to video streaming services like Netflix.But Internet TV will move faster and be more disruptive than analysts predict.The inflection point will be the arrival of a “pure” internet TV in which all TV viewing is accessed by a single operating system, probably remote controlled by a smartphone or tablet.Film and TV studios will see content prices bid up as technology companies – like Apple, Netflix and Alibaba – compete to acquire content rights.TV broadcasters will report profit warnings as they lose control of payTV subscription revenues and TV advertising revenues.

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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Amazon (AMZN US)

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...

Ishita Jain

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...

Morningstar, Inc.

The Logistics of Pain at Mainstream Retailers, or the Rise of the Amazon Mom (Not Just Millennials)

The death of the retailer was foretold back in ’99 during the Tech Bubble, although we had not conceptualized down to Millennials Facebook usage...

Charles De Trenck

Alibaba - Jack Ma's Grand Ambition to Divide and Conquer Korea Market?

Alibaba Group Holding Ltd is taking the initial steps to divide and conquer Korea market with much ambition, firm strategy, and loads of cash to...

Douglas Kim

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...

CM Research

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