Latest Insights on SEAT
Spotify’s Unusual IPO Creates a Unique Opportunity April 20, 2018 Investment Opportunities, Technology, Trending
Margins on music streaming are historically thin. So, you can imagine my surprise when Spotify went public earlier this month.
Amazon Can Only Be Stopped By This 1 Threat April 6, 2018 Investing, Investment Opportunities
President Donald Trump has attacked Amazon from multiple angles: what it pays in state and local taxes, its U.S. Postal Service deal and antitrust allegations.
3 Threats to Amazon You Must Own Today January 2, 2018 Investment Opportunities
A major theme I expect to emerge this year is companies pairing off with the goal of better competing against Amazon.An Update on Third Point Reinsurance
December 6, 2017 Pivotal Point Trader
Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […]China’s World Reserve Currency in a World of Its Own
December 1, 2017 Natural Resource Investor
Perhaps you caught it? About five weeks ago, in The Edelson Wave, I wrote Keeping the Faith in the US Dollar. I made the case the Chinese yuan has a difficult road ahead – STILL – if it is to unseat the U.S. dollar as the world’s primary reserve currency. I did, however, make a minor concession: […]MEET OUR EXPERTS
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