In the convergence of media and technology, there are investing opportunities that are occurring as a structural shift is underway. The potential to catch the next big stock that becomes a household content provider – finding the equivalent of the next ABC, CBS or NBC broadcasting network – amid a reasonably fragmented technology landscape that includes mobile, social, cloud computing and Internet of Things convergence is a challenge that could lead to significant wins and losses. It is in this realm that Light Street Capital, manager of the Light Street Halogen fund, is off to one of its best starts in history.
Amazon largest Light Street holding
Light Street Portfolio Manager Glen Kacher has a long history in value...
