The Best Time to Invest In an Industry….is When It Isn’t
Given the duration and magnitude of the divergence between Tech and Commodity CAPEX, and the historically high & low multiples (respectively) each now carries, the reversion may well make previous episodes look modest by comparison.
Not a Good Time to be a Commercial Real Estate Landlord
Growing Faster than the Internet
Sunday Bonus: Netflix Reveals How Many Accounts are Actually Watching its Top Titles
Author: The Verge. Read: 5 min
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