Update to Economic outlook – H2 2023
Increasing fear of recession and impact on fed hikes on banks. Is …
Economic Outlook – 2023
Divergence in consumer spending patterns and changing sentiments, growing spending gap between …
Is the black swan moment of the pandemic over?
2020 to 2022 – we just failed in our predictions, is the …
Disney: Replacing Bob with Bob, Will it help Disney regain its focus on building exponential love?
Chapek played the hand that was dealt by Iger. He did make …
Are you still trying to build your trust in Crypto? Well, FTX and SBF made it easy!!
FTX and Alameda scam explained. A corporate fraud that destroyed any image …
Meta (Facebook) Problems – Part 1: The Metaverse
It's all about how you define the problem. I just don't like …
Economic Outlook – Understanding Supply and Demand
AMD, Samsung, and FedEx's outlook reports tell us everything we need to …
Halo Effect And Its Impact On Investing Decisions – Explained!
The Halo effect is a tendency to make inferences about specific traits …
Netflix Earning, Microsoft Ad Deal & Why Microsoft – A Possible Acquisition?
Netflix has decided to partner with Microsoft for their ad-tiered model. Is …
Crypto Gave Us Blockchain, And That’s It…
Read about the crypto debacle of 2022. It has a lot of …
Conviction Investing – Now Is The Time
We are living in uncertain times. We witnessed a black swan moment …
Peloton wanted to build the iPhone but they should settle for the Android instead. Let’s find out Why?
With a fresh injection of $750M, Peloton is looking for multiple options. …
Dr. Strange, Q2 Disney Results and the Moat 
Disney is the envy of every media company, regardless of whether it …
3 problems faced by OTT/entertainment industry and why gaming is a potential solution
OTT industry is fighting hard for user attention, building IP, and producing …
Intellectual Property (IP) is king in OTT/SVOD
Bad week for Netflix and other OTT companies as shares tumbled after …
Unity and Meta – A formidable combination, it’s a win-win 
Unity software is on a staggering journey growing their revenue over 40% …
Metaverse and Numbers: Understanding the COST and TAM – Part III of the Metaverse series
What we need are the social attitudes to change to experience this …
Compounding Your Growth
Thought of sharing this great article that I came across on the …
Is Tesla Overvalued?
I value Tesla at $300/share ($60 after the forward split on 8/28/20), …