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Investor’s Notebook

The latest thoughts from the buy side of real estate investment

Investor's Notebook

Only Content: The changing face of music

Only Content: The changing face of music

Something’s happened in the world of music; it is now almost impossible for new artists to build visual recognition and their brands. The reason is simple: TikTok, and its algorithm. The critical difference between TikTok and other social media, such as Facebook, is that whereas the latter relies...

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LATEST ARTICLES

Investor's Notebook

Deal of the century?Premium

Deal of the century?
Premium

UBS’s acquisition of Credit Suisse was consummated just over a year ago; it has been touted as the transaction of the decade, if not the century, and for obvious reason; for CHF3 billion

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Investor's Notebook

Letter from Paris: Les JO 2024 #1

Letter from Paris: Les JO 2024 #1

Volunteer in training. This summer, I am about to experience a once-in-a-lifetime event; Olympic volunteering will be a one-off for nearly all the 50,000 recruits, even if a few...

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Investor's Notebook

The BBC must innovate or die!

The BBC must innovate or die!

A review into how the BBC should be funded has been launched by Culture Secretary Lucy Frazer, as new action is taken to reduce the impact on licence fee payers in these hard up...

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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...

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Investor's Notebook

Manchester City v The Premier League

Manchester City v The Premier League

Don’t get me wrong, I love watching Manchester City play. I’m not in the camp of neutrals that finds Pep Guardiola’s team too clinical to raise the pulse. Conversely, I’ve only...

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