At the current levels, valuations have become very attractive (as measured by marketcap/GDP, Price to Book and Price to Earnings multiple). So while this can be a great time to increase your equity allocation, the only problem is, we don’t know whether there can be a further fall and how deep it can go before the eventual recovery. … [Read more...] about Equity investment – should we invest all at once or in a staggered manner?
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I get that this is a statement on Quibi’s part. But spending time with the service hasn’t dissuaded me from wanting to watch shorter shows on larger screens. Sometimes 20 minutes is all my wife and I have to watch something together before going to bed, and it’d be nice to watch complete episodes on the television within that timeframe. And even when there’s more time to spare, sometimes you just need a palate cleanser. The sooner Quibi becomes mobile-first instead of mobile-only, the better. … [Read more...] about 7 revealing takeaways about Quibi, which is finally here (and is fine)