Tag Archives: digital

apple think

Apple creates FedEx overnight…!!!

Wowzers! Apple smashed lots of records last night and investors are using the latest data to assess the “value” they missed in the franchise before the results. Early indications suggest Apple’s market value will rise by $50 billion today….

January 28th, 2015 by

Value

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kim tweet

More capital to follow Twitter than Kim in 2015….

This writer was struck over the Christmas holidays by how many reasonably app savvy and news hungry individuals don’t use Twitter as their primary news feed. I just assumed they did.

January 14th, 2015 by

Value

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twitter cash

Banks: Technology with a Twitter twist….

As we await stress tests for European banks you do wonder how focused banks can be on technology and consumer trends. With a litany of regulatory and litigation issues still on desks many could be left behind….

October 14th, 2014 by

Financials

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game of thrones

Media Sector: HBO is a gem but sports content is critical….

As the mainstream headlines salivate over a Fox and Time Warner combination there has  been a consensual view that HBO is the gem Fox wants . We agree HBO is a gem but a few other snippets caught our eye … Continue reading

July 17th, 2014 by

Quality Franchises

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fox news

Media M&Ayhem; this could run a lot further….

My word! Rupert Murdoch wants Time Warner, John Malone takes a nibble at ITV and WealthiFi’s words start to rhyme. Much like London prime real estate we are now seeing a media sector scramble for prime content assets…

July 17th, 2014 by

Mergers and Acquisitions

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apple store

Charting confidence….. two stocks tell us all.

We are watching consumer discretionary stocks in the US pick up speed and we stick to our best confidence barometer in the world. Check out Amazon’s chart, and if you still not convinced take a little bite out of Apple….

July 14th, 2014 by

Technology

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evolution

Industrial evolution versus Services revolution….

In Q1 this writer went on the road with a little presentation. One of the key messages was that we were very worried about lots of traditional services businesses but more hopeful on industrials.

June 30th, 2014 by

Style & Sector Trends

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Chinese soccer fans of English Premier L

Man Utd or LA Clippers….content is king.

There has been consternation that Microsoft billionaire Steve Ballmer is spending $2 billion to buy the LA Clippers. That’s more than four times the previous record for an NBA franchise.

June 4th, 2014 by

Value

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apple think

It’s all about mobile….and Apple think no different!

For all the carping about its buy-backs, Beats buys and no new organic products it is interesting to note that Apple’s share price has stealthily surged by almost 50% in the past 12 months!

June 4th, 2014 by

Technology

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Red Wings New Arena Hockey

Is US GDP growing faster than we think?

The official numbers tell us that US GDP didn’t grow in Q1 but equities are still loitering near all time highs? Do we just assume bond markets are right and equities wrong, as is usually the case?

June 4th, 2014 by

Editorial

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