investment thesis
The Ghost in the Machine: Decoding the Investment Signals in Waterstones’ AI Gambit
Waterstones’ CEO says they would sell AI books if labelled. This is a key signal for investors about disruption in the creative economy and beyond.
The Innovation Cartel: Why Wall Street Should Bet Against the Ivory Tower
The old model of elite-driven innovation is failing. For investors and leaders, the future of economic growth lies in open, decentralized ecosystems.
Is Merlin Entertainments a Risky “Cha Cha Chance” for Investors?
Is entertainment giant Merlin Entertainments a sound investment or a risky gamble? This analysis deconstructs the company’s financial journey and future.
Unleashed: Why the UK’s Vet Crackdown is a Red Flag for Investors
The UK’s competition watchdog is cracking down on the vet industry, a move that signals major regulatory risk for private equity investors in all sectors.