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Modern Day Disruptors - Risk or Opportunity?

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

Analysing results for pre-profit companies

Dean Fergie

Cyan’s primary focus is to invest in commercially proven businesses entering or enjoying a growth phase. These businesses need not be bottom-line profitable, thus traditional earnings metrics (PE, dividend yield, ROE type metrics) can be irrelevant. However, ‘commercially proven’, for us, translates as ‘generating revenue’ and hence there are other... Show More