Will the 2020s be the Digital Document Decade?
My latest article in the January 2020 newsletter of the Hong Kong chapter of the Society of Trust and Estate Practitioners (STEP) […]
Tag: technology
Elon loses investors billions, takes home over $500 million
When coming up with lists of stocks to avoid investing in, starting with companies with the most excessive executive compensation can often […]
Property stock replaced by the first tech company in the Straits Times Index
Last month, the Hang Seng index made the historic move of replacing Cathay Pacific with a mainland Chinese company, as part of […]
An Initial Coin Offering (ICO) that promises to wrap traditional assets as Ethereum blockchain tokens.
I am often asked what I think about “investing” in cryptocurrencies like bitcoin or ethereum, and more recently about initial coin offerings […]
ETFs and Blockchain are excellent technologies, but there are at least 6 reasons to reject #bitcoin ETFs
My latest SeekingAlpha article lists 6 reasons regulators (and exchanges) should reject Bitcoin ETFs, ranging from the practical and technological to arguably […]
Mobile-only bond offerings should become bigger and broader than Kenya's #MPesa #FinTech
I wasn’t too surprised to hear Kenya recently offered KES 150 million (US$1.5 mio) in government bonds exclusively through mobile phones. These […]
3 reasons we're not buying the Snapchat IPO $SNAP
IPOs like Snapchat (formally Snap Inc, NYSE ticker: SNAP) are sexy, and I often say when investments are sexy, you are likely […]
Unicorn comps: 60 Internet Stocks worth US$1 billion or more
I consider myself a relatively boring, probability of cashflows investor not easily attracted to hyper-growth promises of many Internet company investments. Nonetheless, […]
Invest by Model or by Judgement? Join the #Buyside Debate @LipperLeaders @thomsonreuters
Thomson Reuters advertised the question of whether predictive modeling or human judgement is more important to generating alpha by fund managers on […]
The 200 Largest Drug / Pharmaceutical Companies by Market Cap 2017
Legal drugs are a big business, with over 200 companies each worth at least US$200 million, and 7 worth over $100 billion. […]