Patrick Poke

On the topic of valuation, Professor Aswath Damodaran is one of the greatest communicators of our time. Recently, he sat down with another famous NYU professor, Scott Galloway, to discuss the valuations of some of the world’s leading technology companies. Professor Galloway is known for his engaging TED-style talks where... Show More

Four Seasons, the hotel Chain that has 105 hotels in 43 countries has broken from the pack to formerly acknowledge the threat from Airbnb. the CEO said: “I would be naive to say that we aren’t being mindful of the Airbnb effect… It’s just another example of the speed in... Show More

Ned Bell

The purpose of this analysis is to explore the risks and opportunities that come with what we call the ‘Modern Day Disruptors’. More specifically, we will look at the potential winners and losers from the perspective of a global equity investor and aim to answer the most important question: Will... Show More