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...
Tiger Cub Off To A Roaring 2017 Thanks To Bezos
Mark Melin
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Subscribe and get an extra 30% off annual with code LETTERSMark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.