Europe took centre stage last week as leaders waited nervously to see if gas would start flowing through Nord Stream 1 again following scheduled maintenance...
Continue ReadingThe creators of Amazon.com Inc's "Lord of the Rings" unveiled the most extensive look yet at the series on Friday at the annual San Diego Comic-Con convention, promising an entirely different immersion into the fantasy world of Middle-earth...
Continue ReadingJay Carney, the Amazon.com Inc executive who vastly expanded the retailer's lobbying and public affairs efforts after a stint as White House press secretary, is joining Airbnb Inc to tackle challenges for the home rental startup from Washington...
Continue ReadingJay Carney, the Amazon.com Inc executive who vastly expanded its lobbying and public affairs operation after a stint as White House press secretary, is joining Airbnb Inc as policy and communications head, the home rental startup said on Friday...
Continue ReadingThe perfect time to set up merger arb spreads. Here is a wide spread with no financing risk...
Continue ReadingAmazon's $3.5b purchase of One Medical, which operates doctorsâ offices in big American cities, fits with founder Jeffâs love of messy experimentation - provided market is big enough...
Continue ReadingNetflix released Q2 earnings recently and subscriber numbers came in stronger than expected. Click here to see NFLX's growth catalysts and my PT...
Continue ReadingThe European Union tilts the playing field against Big (American) Tech with the Under the EU Digital Markets Act. Whatâs at stake for Apple? Click here for a full analysis...
Continue ReadingWith its size, scale, and influence, Amazon is driving shifts even beyond retail, prompting investors to look for other ways to participate in some long-term thematic trends. Read more here...
Continue ReadingRowan Street Fund is down 57% in 2022 as of June 30. As of July 20, the fund is up +19% thus far since the quarter end. Click here to read the full fund letter...
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