Archive | April, 2017

It’s a Gusher So Far

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So far in this earnings season, with over half of companies having reported, the energy sector has experienced the biggest earnings surprise. Earnings have come in almost 23% ahead of analyst estimates, nearly double the surprise of the consumer discretionary sector. Digging into industry groups, with 6 out of 7 companies in the S&P 500 […]

Getting Back to Basics: A No Frills Review of the State of Corporate Innovation

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As investors, it’s easy to get caught up in headlines about things like Snap’s $23bn market cap or Tesla overtaking Ford and GM to become the most valuable US auto maker. While well-intentioned and interesting, that sort of narrowly focused news coverage gives the impression that innovation is a phenomenon reserved for tech-centric unicorns whose business models […]