Netflix: Short Peak Netflix
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
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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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TMT Corona Virus Selloff Opportunities: Disney
We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....
530 Views
MergerTalk:T-Mobile US/Sprint-Why A Price Reset For This Deal Is Not Inevitable
The regulatory path to deal completion is virtually guaranteed following US District Court threw out the States AGs case against the merger. While...
550 Views
Helios Towers IPO (Part II): Attractive at the Lower End of the IPO Range
Helios Towers Ltd (HET UK) (HT) is a leading independent mobile tower operator in Africa. HT has filed for an IPO in the London Stock Exchange...
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