Latest Insights on SEAT

The Assault on the Attorney-Client Privilege April 24, 2018 by Bob Bauman Government & Politics The Constitution guarantees these precious rights to you and me, and especially to those ignorant of the law — and that means all of us, including the president of the United States.
Spotify’s Unusual IPO Creates a Unique Opportunity April 20, 2018 by Joseph Hargett 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 by Joseph Hargett 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.
A major theme I expect to emerge this year is Amazon competitors pairing off with the goal of competing better against Amazon.com. 3 Threats to Amazon You Must Own Today January 2, 2018 by Jeff Yastine 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 by Optin 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 […]

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