Precision is Expensive
Why does Intuitive Surgical trade at an expensive valuation?
TSMC – Disciplined Growth
How is TSMC making the AI growth story possible?
Game of Bids
Will the acquisition of Warner Bros Discovery be different this time?
Alibaba – A Chinese Streamlined Model
How one of China’s greatest business success stories is revitalising itself for growth.
Nvidia – Bubble or Brilliant?
Let’s cut through the noise around Nvidia’s recent results.
Disney – Too Much of a Good Thing
Has Disney become a villain in their own story?
The Spotify Trade-Off
Where can Spotify’s growth come from?
No Cap to CapEx
What are the risks and opportunities for Big Tech in AI infrastructure development?
Hand of Da Vinci
What is the business model of the company behind one of surgery’s most advanced tools?
AI Driven Demand
How are two fairly-unknown companies making the AI revolution possible.