Friday, 29 November 2013

Weekly Global Strategy Screencast: Playing "The Internet of Everything" investment theme

Screencast: Playing "The Internet of Everything" investment theme

In this week's animated presentation with audio commentary, I take a look at how to play the "Internet of Everything" investment theme, without falling into the trap of paying very high valuation multiples for social media and e-commerce stocks, i.e. the likes of Facebook, Amazon.com and Linkedin.com. 



Or simply click to watch the video (small window size) below:


For an introduction to the Internet of Everything, watch the Youtube videos below:




Happy investing!
Edmund


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