TV is Next is our whitepaper outlining the then-upcoming upheaval in the television business. While many of the conclusions about the disruption caused by the streaming revolution are now common knowledge, the piece was highly controversial when we published it in 2012. At the time, many hedge funds had large positions in the stocks we discussed, and the management of CBS let us know they were displeased. We noted that we were happy they were reading our research.
Two days ago, I wrote that I thought it was unlikely that Nvidia would fire CEO, Jensen Huang. I also wrote that “In situations like this, when a CEO...
Read MoreCPI was up 0.4% vs last month. This was down from 0.6% last month and was above expectations of 0.3%. This annualizes to 4.9%. There is no annual comparison...
Read MoreThere have been rumors for a little while that Jensen Huang, the CEO of Nvidia, was having a romantic relationship with a Chinese spy. He’s now confirmed that he...
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