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.
Author: Marathon Resource Advisors
Not a Good Time to be a Commercial Real Estate Landlord
The health of small enterprises can provide a signal, on the strength of the economy. Hopefully, these trends continue to improve.
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Author: Alignable
Growing Faster than the Internet
Sunday Bonus: Netflix Reveals How Many Accounts are Actually Watching its Top Titles
During this year’s Code conference, Netflix co-CEO and chief content officer Ted Sarandos shared a significant haul of data about some of the streaming giant’s top titles — a rare move for a company that traditionally holds numbers close to the chest.
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