Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Thematic (Sector/Industry)

<p>Headline Developments Apple (AAPL) and Goldman Sachs (GS) are reportedly partnering to launch a buy now, pay later (BNPL) service through Apple Pay, according to Bloomberg .  The service will reportedly allow users to spread payments of their purchases across four interest-free payments every two weeks, or across several months with interest.</p>

Headline Developments Apple (AAPL) and Goldman Sachs (GS) are reportedly partnering to launch a buy now, pay later (BNPL) service through Apple Pay, according to Bloomberg .  The service will reportedly allow users to spread payments of their purchases across four interest-free payments every two weeks, or across several months with interest.

Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

Macroeconomics

<p>The U.S. economy is firing on all cylinders. The Fed is bound to stay the course and, in our belief, will deliver more rate hikes than the market anticipates. EM investors should stay in large capitalisation, export-driven and domestic currency denominated debt-oriented companies with strong balance sheets. There will be more volatility ahead.</p>

The U.S. economy is firing on all cylinders. The Fed is bound to stay the course and, in our belief, will deliver more rate hikes than the market anticipates. EM investors should stay in large capitalisation, export-driven and domestic currency denominated debt-oriented companies with strong balance sheets. There will be more volatility ahead.

May Unemployment Report–ANTYA Maintains View–Negative for EM Currencies, Bonds and The Japanese Yen

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Equity Bottom-Up

<ul><li>Valuation in Retail Sales diverging — Walmart (WMT) bricks and mortar seller with 82% in-store sales &amp; 18% online) VS Amazon (AMZN) with 95% online &amp; 5% in-store):</li><li>Walmart with a bonkers 45.8x forward P/E as it hit $1 trillion market capitalisation — also now trading at 3x its average (pre-2024) EV/EBIT multiple and 65x P/FCF for a business that grew revenues less than 4% CAGR for the last decade</li><li>Amazon with a colling 27.4x forward P/E</li></ul>

Valuation in Retail Sales diverging — Walmart (WMT) bricks and mortar seller with 82% in-store sales &amp; 18% online) VS Amazon (AMZN) with 95% online &amp; 5% in-store):Walmart with a bonkers 45.8x forward P/E as it hit $1 trillion market capitalisation — also now trading at 3x its average (pre-2024) EV/EBIT multiple and 65x P/FCF for a business that grew revenues less than 4% CAGR for the last decadeAmazon with a colling 27.4x forward P/E

Amazon Vs Walmart, Retail Sales & Banks + Investment Themes by Decades

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>iPhone 16 sales are booming in China and Taiwan, despite facing numerous challenges in the smartphone market.</li><li>Qualcomm's Snapdragon 8 Elite is giving a boost to Samsung, but the future of their Exynos processor is now in question.</li><li>The electric vehicle showdown between Musk and Trump is sparking industry discussions, while e-paper apps and large displays are projected to surge in popularity by 2025. Luxshare is halting production of Vision Pro due to excess component inventory, prompting questions about the future of the global wafer foundry industry.</li></ul>

iPhone 16 sales are booming in China and Taiwan, despite facing numerous challenges in the smartphone market.Qualcomm's Snapdragon 8 Elite is giving a boost to Samsung, but the future of their Exynos processor is now in question.The electric vehicle showdown between Musk and Trump is sparking industry discussions, while e-paper apps and large displays are projected to surge in popularity by 2025. Luxshare is halting production of Vision Pro due to excess component inventory, prompting questions about the future of the global wafer foundry industry.

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

<ul><li>ATE Energy is leading green energy and marine projects in the Philippines to support sustainability efforts and protect the environment. Taiwan is seeking to import green energy from the Philippines to meet its goal of achieving net-zero emissions by 2050.</li><li>The US faces challenges in expanding nuclear power as part of its efforts to reach net-zero emissions targets. Japan and Taiwan are teaming up to produce the Lean3 EV, promising a compact design and high efficiency for urban areas. </li><li>The new iPad mini features advanced Apple Intelligence technology with four major upgrades for top-tier performance and functionality. Joo-Sun Choi is returning to Samsung's DS division after a successful term as SDC president. Taiwan is focusing on low-carbon power to drive industrial growth, while ESL adoption is on the rise with retailers like Simple Mart Taiwan and Walmart leading the way in a retail revolution for lower prices.</li></ul>

ATE Energy is leading green energy and marine projects in the Philippines to support sustainability efforts and protect the environment. Taiwan is seeking to import green energy from the Philippines to meet its goal of achieving net-zero emissions by 2050.The US faces challenges in expanding nuclear power as part of its efforts to reach net-zero emissions targets. Japan and Taiwan are teaming up to produce the Lean3 EV, promising a compact design and high efficiency for urban areas. The new iPad mini features advanced Apple Intelligence technology with four major upgrades for top-tier performance and functionality. Joo-Sun Choi is returning to Samsung's DS division after a successful term as SDC president. Taiwan is focusing on low-carbon power to drive industrial growth, while ESL adoption is on the rise with retailers like Simple Mart Taiwan and Walmart leading the way in a retail revolution for lower prices.

Tech Supply Chain Tracker (19-Oct-2024): ATE Energy boosts green energy & marine projects in PH.

United States

Walmart Inc. operates discount stores, supercenters, and neighborhood markets. The Company offers merchandise such as apparel, house wares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewelry, toddler, games, household essentials, pets, pharmaceutical products, party supplies, and automotive tools. Walmart serves customers worldwide.

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Walmart (WMT US)

Weekly Innovation Review (WIRE) #40

Headline Developments Apple (AAPL) and Goldman Sachs (GS) are reportedly partnering to launch a buy now, pay later (BNPL) service through Apple

Granite Bay Capital

May Unemployment Report–ANTYA Maintains View–Negative for EM Currencies, Bonds and The Japanese Yen

The U.S. economy is firing on all cylinders. The Fed is bound to stay the course and, in our belief, will deliver more rate hikes than the market...

ANTYA Investments

Amazon Vs Walmart, Retail Sales & Banks + Investment Themes by Decades

Walmart with a bonkers 45.8x forward P/E as it hit $1 trillion market capitalisation — also now trading at 3x its average (pre-2024) EV/EBIT multiple

Maverick Equity Research

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

iPhone 16 sales spike in China and Taiwan, Qualcomm's Snapdragon 8 Elite boosts Samsung, Musk vs. Trump EV battle heats up, E-paper apps on the...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (19-Oct-2024): ATE Energy boosts green energy & marine projects in PH.

Taiwan plans to import green energy from the Philippines to reach net-zero emissions goals by 2050, while ATE Energy promotes sustainability...

Tech Supply Chain Tracker

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