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…4 min read·Jan 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.3 min read·Jan 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.7 min read·Nov 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 2020.5 min read·Oct 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…4 min read·Aug 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 2020.5 min read·Aug 29, 2020----
Kinesis InvestingT.W.I.T. #5: EPIC vs App Stores, Memory Cautious and Enterprise IT Hardware Demand WeakeningPerformance Review4 min read·Aug 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…5 min read·Jul 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…7 min read·Jun 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…4 min read·Jun 14, 2020----
