Nth Industrial Revolution? In the past few years, I’ve come around to this mental model that the economic value of tech businesses are not easily calculated when looking just at public financial reports/filings (10k, 10q, annual reports etc.) at face value.
More and more I’m not sure what the stats are on this and I’m not even sure anyone has (or even can) compile this at a global level but there is just so much content out there. Continue Reading →
Global Zeitgeist “It’s all about global scale.”John Malone, Chairperson of Liberty Media, on CNBC commenting on modern media companies like Netflix, HBO etc. Continue Reading →
