2020.10.13 – The New Roaring Twenties

$ 499 + HST

KEY INVESTMENT INSIGHTS

  • Twilio: Twilio’s $3.2B acquisition of Segment, a customer data platform, will enable it to move deeper into customer engagement services.
  • Disney: Disney’s decision to accelerate streaming and focus on DTC is a smart strategic move to bring its community up to the digital layer.
  • Tech Giants: Although the increased regulatory scrutiny of the monopoly power wielded by the tech giants (Amazon, Apple, Facebook, Google) may impede their ability to make further acquisitions, their structural capital may make them “too complex to break up”, and if the government tries to cut off one of their heads, two may grow back.