Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Senior Investment Manager Harry Morrow outlines the recent Netflix … Read More
The US$830b IPO of Open AI; plus 2025 wrap
We should expect more AI TV commercials, like this one, a clip from Toys R Us. Source: Toys R Us, Sora This year was all about whether there is a bubble … Read More
We interrupt our scheduled AI programming with the following important message…
Earlier in the month, News Corp (owner of Australia’s Foxtel) CEO Robert Thomson made the surprise announcement that “potential buyers had emerged for the Foxtel business during a review of the … Read More
June 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For June, Head of Research Raymond Tong discusses a recent visit … Read More
Was 2023 the year of the Magnificent Seven?
As the year comes to a close, it is clear that there were two major performance drivers. The first was the macro. 2023 will go down as the year that the … Read More
November 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For November, we discuss cord cutting – what it is and … Read More
Disney blinks, so you won’t have to
Source: Shutterstock If you have noticed that there are fewer new US programs on your Netflix feed, that’s because there has been both an actors’ and a writers’ strike in America. … Read More
FY23 Review: Peaking rates, rising markets
Source: IMDB This was one of our strongest years ever, with the Fund reporting +35.3% net-of-fees performance for the full financial year ending 30 June 2023. It was truly a year … Read More
Netflix rides the advertising recovery
Source: Shutterstock A vicious circle for traditional TV The Netflix stock price was pummelled in early 2022 as its subscriber base decreased on a quarterly basis for the first … Read More
February 2023 Update+
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For February, we discuss Streaming and Artificial Intelligence.
Netflix, Disney, Streaming – and Murdoch
Source: Bhavya Khanchandani “The mechanisms for the monetization of content are in disarray.” – US Cable-TV veteran James Dolan Viewers continue to shift out of pay TV. Streaming is disrupting the … Read More
Vladimir Putin and the butterfly effect
European inflation stays high, forcing US rates up This month’s bogey was European inflation, which was up to 9.1% for the twelve months to August, so still increasing. Energy and food … Read More
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