The Nike Spike

  Market Scorecard Huh? How does that work? If the first thing you saw when you woke up this morning was the below tweet, what would your expected market reaction be? Given how much turmoil Trade war rumours have caused, surely launching a full-on trade war would mean very red markets? Nope! Asian markets are … Continue reading The Nike Spike


Cry the Beloved NHI

  Market Scorecard Trade war tensions are rising as the EU announced that they would raise tariffs against US products in response to Trump's tariffs. Higher prices mean that people will buy fewer products on both sides of 'the pond'; leading to lower taxes and lower economic growth. You can understand why the EU has … Continue reading Cry the Beloved NHI

Health Savvy

"Via the Cerner Twitter platform, the company pointed out that only ten percent of all hospitals in the US allow patients to view, download or transmit records. This was research done by Nielsen. Only 15 percent of all patients have email access to their physicians. And only 20 percent have the ability to schedule appointments … Continue reading Health Savvy

Stay Young

"L'Oreal is a really great business, one of my favourite models. The Dollar share price might not have done that well, i.e. this is a case where the company has delivered and there have been certain currency issues that have weighed (and shareholder issues too), we think that the long term thesis remains intact."   … Continue reading Stay Young


"Sports however and having the love/hate relationship with your favourite team is something special. CEO Bob Iger said that US households would watch sport across all platforms and was confident that they could monetise it. He is right. Currently US households are cutting their TV cable services, and many of those include ESPN in the … Continue reading SportsCenter