The first media reports[1] appeared today of Apple’s discussions with retailers around a mobile payments system where payments are integrated into a premium shopping experience relying on wireless communication between iPhones and iBeacons (as piloted already in a few Apple
– Arguments around “net neutrality” are missing the point – in a competitive market for broadband, consumers and content providers wouldn’t need protection from regulators – Cable modem is the ONLY broadband service fast enough for NFLX in 60% of
This morning, TSN announced a proposal to acquire HSH for $50 per share in an all cash deal, effectively trumping PPC’s $45 per share offer that likely hadn’t even had time to cool off it was so fresh out of
With WFC “at or near” its target capital model (bar some preferred issuance to meet liquidity requirements) and easing of two of the three margin headwinds (from the liquidity build and negative re-pricing of assets), the bank is well positioned
We have written about some of the opportunities to move the US shale advantage to Europe. While they are limited, they revolve around cost effective ways of moving low cost molecules from the US to Europe – or other parts
– This year’s WWDC rumors are kinda meh – a connected home app, “Healthbook”, a minor iOS update, and a significant OS X release – no iPhone6, no iWatch, no new AppleTV box. – A Beats deal could be announced
This morning, PPC sought to derail HSH’s proposed acquisition of PF by announcing an unsolicited bid for HSH of $45 per share (all cash). Putting aside the numbers for a moment, this deal makes much more sense to us if
There is recent speculation that DuPont may explore a reverse Morris Trust (RMT) option as a means of divesting its performance chemicals, with Tronox as the “acquirer”/partner. It is understandable why there would be such speculation – Tronox is the
– Elon Musk expects TSLA to leapfrog the $2T auto industry by offering electric vehicles without performance compromises and radically revamped sales and customer service experiences. – TSLA’s strategy – starting with the high performance segment, investing in a charging
Based on its patent filings, we expect Apple to extend its Passbook app (currently reserved for gift cards) so that it is compliant with EMV contactless and tokenization standards. This means customers, via their banks, can enable iPhones for mobile
