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If Netflix is the new broadcast TV, then TikTok may be the new cable TV, serving users with a “seemingly” random and endless feed of 15 second-ish videos. A Chinese...

The broad market indices are providing ever increasing concentration and valuation risk. While the music keeps playing and, in fact, appears to be getting louder,...

Who would have thought that, just four months after the market’s March nadir, many stocks would not only have recovered, but be at new all-time highs? Or that...

Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets. Tune in...

It was a prospect that seemed all but unimaginable just a few weeks ago. Amid what is shaping to be the greatest downturn since the Great Depression, the US market has...

The US S&P 500 Index has rallied ~6% from mid-August lows to be back at all-time highs. This is a classic example of the equity market climbing the wall of worry. Back...

In our latest update, we’ll discuss our ongoing investment and thesis around Infrastructure as a Service (IaaS) within the cloud computing market. We're going to...

In the past 15 years, the share of US jobs that require high levels of technical and digital capability has increased more than 4x, to 25%. Salaries of these workers...

We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have...

Fundamental analysts spend an inordinate amount of time with Microsoft Excel software trying to gauge the magnitude and direction of the future cash flow evolution of...