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
Professor Michael A. Cusumano from MIT Sloan School of Management said it’s a good time for LinkedIn shareholders to sell up and exit. “They lost money last year. They've found it's very expensive to keep growing. They're probably as valuable as they will ever be." It’s not just the sellers... Show More
LinkedIn is now "Microsoft-owned LinkedIn," a distinction that cost Microsoft just a little north of $26 billion. But why did LinkedIn sell after CEO Jeff Weiner had long touted it as an independent entity? Here are three reasons why. 1) LinkedIn’s stock was struggling. LinkedIn’s stock was down more than... Show More
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Kerr Neilson: three tech companies set to dominate. Kerr Neilson speaks with AFR Sunday about his current view on global markets - touching on China, The US, Europe and Australia. Neilson says the best value lies in Asia and there are still great opportunities in technology stocks. On tech he... Show More
All of a sudden tech stocks are selling off hard and there's no discernable catalyst for the move other than valuations getting ahead of themselves. Linkedin is down nearly 13% for the week, Twitter -9%, Netflix -6% and Facebook now -5%. Quartz says For one thing, it feels like an... Show More