SA Shine for Serpentine

  Market Scorecard Global markets continue to head higher. Even Asian markets, which have been hit hardest by the virus outbreak, have seen strength over the last few days. One reason that markets are feeling more buoyant is that the infection rate has been slowing. Added to that, it is estimated that the mortality rate …

Under-Water

  To market to market to buy a fat pig. The increased risk of a spat between Donald Trump and Kim Jong-un meant that markets sold off yesterday. Higher risks mean that asset prices need to be lower to compensate you for that risk. I'm fairly sure if North Korea did anything, like firing a …

Big but small

"For a little perspective, Adidas has annual sales of 19.3 billion Euros (nearly 21 and a half billion Dollars), Nike 32.5 billion Dollars. Under Armour is a small, yet growing business in a space that we think has lots of room to move."   To market to market to buy a fat pig Another "nowhere …

Looky, looky Facebooky!

"I've said before that I see video as a megatrend on the same order as mobile. That's why we're going to keep putting video first across our family of apps and making it easier for people to capture and share video in new ways."   Attention: One of our sub-tenants is moving to Cape Town …

Gold for Under Armour

"The company is an apparel company that has recently been making shoes. The chief of this business is not short of confidence. Kevin Plank speaks with a lot of confidence, a recent revamp of a prime New York location (the former FAO Schwarz space on Fifth Avenue at the base of the GM Building) led …

Under Armour slam dunks the NBA

  "The American sports & apparel company is a strong competitor to Nike and Adidas especially on the footwear side of things thanks to Stephen Curry. To those who don't know the guy, he is the professional basketball player in the NBA playing for the Golden State Warriors, the reigning Most Valuable Player of the …