The Transcript 05.10.21: Pent-up Demand
The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...
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Coronavirus as Secular Accelerator III: Fintech / Software Edition
Covid 19 is an accelerator of secular shifts in consumer and corporate preferences that is magnifying (or will magnify) those business models most...
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Live Nation Entertainment Dominates Sponsorships With High-Impact Festival Partnerships; What’s Next?
Live Nation Entertainment's second quarter 2025 earnings pointed towards various aspects of its business and future prospects. A significant area...
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StubHub IPO Valuation Analysis: Premium Multiple Is Justified, But The Growth Is Slowing Down
In my follow-up piece, I discuss key investment risks, valuation comps and competitive landscape in the U.S. ticketing industry
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Select Sector Indices and S&P Equal Weight Rebalance: US$12.7bn Round-Trip Trade Post Capping
There are no constituent changes for the S&P500 Index, but capping changes for the Select Sector indices and Equal Weight Index will result in a...
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