Netflix 2Q20 Caution: Deceleration Ahead
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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Bharti Airtel (BHARTI IN) | Your New Consumer Staple?
A blockbuster Q4 and industry-leading operating parameters further strengthen our stance on Bharti Airtel (BHARTI IN) as a prefered Indian telecom...
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TMT Weekly: Â 3 Things that Stood Out Week of 5/8/2020
Paypal and Activision reported earnings last week…both were crowded longs going into earnings, which had proven to be tough setups for NFLX and...
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Peloton: How Steep Is the Descent from the Peak?
We wrote about Peloton Interactive (PTON US)Â a few weeks ago as being an overstated beneficiary of COVID-19, which clearly didn't materialize in...
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Spotify: The Day the Music Died
Ok...so the day that the music died for Spotify isn't today. When we began writing about Spotify's most recent quarter, it was meant to be more...
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