The Best Time to Invest In an Industry….is When It Isn’t

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.

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Author: Marathon Resource Advisors
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Not a Good Time to be a Commercial Real Estate Landlord

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

FanDuel

Along with crypto’s rising transaction numbers, the average USD value per transaction has increased by a minimum of 4x over the past five years. 

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Author: Tyler Durden.  Read: 8 min.

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Sunday Bonus: Netflix Reveals How Many Accounts are Actually Watching its Top Titles

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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Author: The Verge.    Read: 5 min

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