$BX: The king of private markets

Blackstone has gone from strength to stregth over the last couple of decades. My thoughts on the stock, why I like it and Q3 2022 update…

Its not tech anymore, its TV

SVoD services, initially branded as Tech are increasingly starting to look more like media companies. Its not tech anymore, more like tech enabled TV…

Breaking up with the past

Breaking up with the past is never easy when you get conditioned so strongly to your environment. Businesses, investors and people are coming to terms with this now…

How not to run a football club

A critical look from a financial POV at a football club that has a special place in my heart…

Goliath is a David

Hedge funds have long been the Goliaths in the jungle. Now they are increasingly looking like Davids….