Jason Sedawie

I was astounded to read this week that just one in five millennials have eaten a Big Mac. Millennials are flocking to more natural but better quality burgers the type Shake Shack sells. McDonald's focus on speed (nearly 70% of sales in the US are drive through) makes it difficult... Show More

Jason Sedawie

We believe that investing with founders gives you an edge in the stockmarket. Behind every stock there is a company and behind every company are people. Why not invest with the best like Jeff Bezos and Mark Zuckerberg? Amazon and Facebook have outperformed for years they seem to be able... Show More

Jason Sedawie

Mary Meeker just released her 2016 internet trend report. There are 213 slides we have included our favourites below. US internet advertising actually accelerated last year growing 20% vs 16% driven by mobile up 66% y/y. Google and Facebook were 76% of internet advertising growth. If you're in the print... Show More

Jason Sedawie

Traditional media is dominated by the big 6 movie studios (Warner Bros, Fox etc) and 4 broadcast channels (NBC, Fox etc) however as we move online it reduces to two. Google and Facebook dominate the time we spend online. Top online activities are not just media viewing but also social... Show More

Jason Sedawie

It's been 7 years since the GFC stockmarket bottom. How things have changed. Apple was only the 15th largest company in the world with a market cap of $74 billion on the 9th of March 2009. Today Apple has a market cap of $561 billion (including $216 billion cash) the... Show More

Jason Sedawie

CES was just like last year drones, virtual reality and fitness wearables the only difference was the competition seemed to be twice as fierce. Apple and Microsoft famously don't exhibit at CES but Chinese companies are increasing their presence. Chinese exhibitors took up over 1/3 of the floor space up... Show More

Jason Sedawie

As the markets slow down toward Christmas its always interesting to look back to see what topics and people made the news. We have put together a summary of the top searches around the world including Facebook's most talked about topics (US only), Google's top trending searches and Youtube's top... Show More

Jason Sedawie

Ferrari completed its IPO two days ago generating a lot of excitement as you might not be able to own the car but you can buy the stock! As we all know its not only a car but a leading luxury brand. They are selling the dream. Most people would... Show More

Jason Sedawie

Gift cards are the perfect present. It's the gift of choice and it's more thoughtful than cash. You can now buy gift cards for stocks. Blackhawk the largest distributor of gift cards (supplies the gift rack cards at the end of the aisle at your local Woolworths) has teamed up... Show More

Jason Sedawie

There is a lot of disruption happening in the media world. Netflix has revolutionized the way we watch TV but another company is having a massive impact on media and that's Facebook. Facebook is new media it's a brilliant business model that doesn’t pay for shows you produce the content.... Show More

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