Serious investment thinking that doesn’t take itself too seriously.

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Investor’s Notebook

The latest thoughts from the buy side of real estate investment

Investor's Notebook

TV is dead, long live TikTok!

TV is dead, long live TikTok!

What does it tell you when two of the world’s most cogent cinema essayists decide to put out books on TV? Mostly, it tells you that there hasn’t been much new cinema to talk about in the last five years thanks to the pandemic and the strikes. More profoundly, it tells you that all the action has...

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Investor's Notebook

The X Factor

The X Factor

How the star-making formula show lost its shine. The UK channel ITV has announced that it has no plans to continue The X Factor. In its 17 years on the air, the show produced...

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