In the last article[1], we explained the three arrows (measures) of Abenomics stimulus. In this article instead we will take a look at the most recent data about the Japanese economy and then focus on the structural reforms. In particular, reforms that are supposed to tackle the labour market and […]
It has been a tough month for the NASDAQ, with tech stocks dropping and in particular for Pandora Media (P:US). For the first time since our first article, when we suggested to short sell the stock, our position is now profitable (+9,52%). The downturn in techies is deepening and the […]
In our previous semester, we repeatedly stated our bearish position on Pandora Media (P). Our analysis focused mainly on three key points: – Growing competitors – Slowing users’ and revenues’ growth – Unprofitable Business model Since our first report the stock is up 50,6% and 218.88% YoY: investors feel confident […]
Thursday 21th after the closing bell Pandora Media (P) released its quarterly earnings that beat top-line estimates: Revenues jumped 50.3% year over year to $180.4 million, which beat Consensus Estimate of $174.76 million. Eps was 0.06 in line with estimates. The implied volatility of the stock due to the earning release […]
Rumors about the plans to expand Itunes Radio to more English-speaking countries other than US by early 2014 led to a turbulent week for Pandora, the music streaming industry leader. With about 72 million active users, Pandora has been the first music streaming website to go public. This year Pandora […]
Download PDF Introduction We are coming out of a decade in which interest rates have been at historic lows. All investors are looking into new directions to increase their returns. The rise of one asset class has caught a lot of market attention lately. With the advent of streaming, music […]
Download PDF United States This week the S&P 500 index experienced its biggest weekly gain in three months, going up by 3.84% and closing at 3,477.13, slightly more than the +3.27% characterizing the Dow Jones that finished its rally at 28,586.90. Generally speaking, volatility appears to have decreased across the […]