Monthly Archives: April 2020

Netflix: The Opportunity Beyond Hollywood

Less than a decade ago, Netflix embarked on the international expansion of its eponymous video-on-demand streaming service, a significant shift from its DVD-by-Mail strategy that had delivered more than one billion DVDs to its members. Netflix’s success can be evidenced by its revenue growth, rising from US$2.2B in 2010 to US$20.2B in 2019. At the heart of this growth is the Flywheel strategy it uses to perpetuate its growth.   Read

March Portfolio Update | 2020

Thoughts on the Market: March Edition

It’s never priced in…

Equity markets suffered one of their sharpest drawdowns in history during the month of March as the expansion of the Coronavirus through the Western Hemisphere led to extreme social distancing and a sharp decline in demand.


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