Kinesis InvestingFascinating academic papers published recentlyAs an investor, I find financial academic research to be a valuable tool in sourcing new ideas and contextualizing current practices or…Jan 13, 2021Jan 13, 2021
Kinesis InvestingT.W.I.T. #9: US10Y crosses 1%, Semi outperformsWelcome to T.W.I.T #9, where we review this week’s developments and link to five articles worth reading.Jan 10, 2021Jan 10, 2021
Kinesis InvestingT.W.I.T. #8: Factor Rotation and Digging Into RobloxWelcome to T.W.I.T #8, where we review the month to week 48 2020, and dig into Roblox after their S1 filing.Nov 29, 2020Nov 29, 2020
Kinesis InvestingT.W.I.T. #7: Ergen SPAC, Auto Strength, Alibaba Investor Days, Video Games NewsWelcome to T.W.I.T #7, where we review week 40 2020.Oct 4, 2020Oct 4, 2020
Kinesis InvestingGaming Engines, Metaverse and the future of shoppingBesides the great drama, the EPIC vs App Stores battle crystallizes the growing importance of the technologies powering today’s video…Aug 30, 2020Aug 30, 2020
Kinesis InvestingT.W.I.T. #6: IPOs, TikTok Drama, Salesforce largest share price increase in historyWelcome to T.W.I.T #6, where we review week 35 2020.Aug 29, 2020Aug 29, 2020
Kinesis InvestingT.W.I.T. #5: EPIC vs App Stores, Memory Cautious and Enterprise IT Hardware Demand WeakeningPerformance ReviewAug 16, 2020Aug 16, 2020
Kinesis InvestingT.W.I.T. #4: On Return Dispersion and Breadth, TikTok Ban, Semi Bullishness and Video Games…This week, besides return metrics, we look at breadth and dispersion of returns. Dispersion of returns is normally good news for skillful…Jul 12, 2020Jul 12, 2020
Kinesis InvestingFacebook At The Cross-Roads: Why Shops and TikTok Radically Change The ThesisAs I write these lines, Facebook shares hit an all-time high only a few days ago. Yet, from here, two transformative developments look to…Jun 27, 2020Jun 27, 2020
Kinesis InvestingT.W.I.T. #3: Week 24 2020This week saw a reversal from last. Indices closed down, growth and large-cap lead, value lagged. The chart below from Koyfin illustrates…Jun 14, 2020Jun 14, 2020
