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Corporate Finance

From Channels to Companies: Private Equity and the Creator Economy

Download PDF Introduction “Content is where I expect much of the real money will be made on the Internet, just as it was in broadcasting.” Bill Gates wrote that in January 1996, in an essay better remembered for its three-word title, Content is King, than for the prediction itself. Three Read more…

By BSIC, 3 days10 May 2026 ago
Markets Old Articles Single Stocks Trade Ideas

What is happening to Pandora – and why it is not enough

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 Read more…

By BSIC, 12 years10 May 2014 ago
Markets Old Articles Single Stocks Trade Ideas

Pandora, quo usque tandem?

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 Read more…

By BSIC, 12 years22 February 2014 ago

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