Magellan Asset Management

In 1995 – three years before Google was founded, nine years ahead of Facebook, a decade before YouTube and 11 years earlier than Twitter – a US court judged that internet-based Prodigy Services was akin to a publisher because the web-services company vetted and deleted inappropriate material from online message... Show More

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

Glennon Capital

During this week’s results presentation WPP Group (WPP, the old STW Communications) reported on the state of the advertising market for the past year as well as expectations over the next few years. Coming from a significant media buying group it made for interesting reading. Show More

Nathan Bell

If you weren’t aware of Twitter before the US Presidential race, then you surely are now. Provided you don’t use more than 140 characters, Twitter is a social media platform that largely lets you share any thought that crosses your mind with the entire world. Show More

Fidelity International

Not even the patronage of Donald Trump could spare Twitter’s share price yesterday as the company published its lacklustre quarterly results. Disappointing ad sales, management turnover and sluggish user growth weighed on the performance of the California-based company, with results coming in below consensus Wall Street estimates. The firm’s net... Show More

The “consensus” view on Brexit (as described by all those who thought Remain would win), is that it is a clear case of economic self-harm, and a victory of fear over confidence. Much was made of the fact that under 35s were overwhelmingly in favour of Remain, though less than... Show More

Wentworth Securities

"Market Bites" brings together quick links to news and articles for our clients, which we think they may not have read, and will hopefully find of interest. Heavy on tech this week. Click for the last edition to take a look Show More