This is a very interesting post by James Enck of Daiwa Securities SMBC Europe, on how high-quality research and information sources are being developed by blogs such as Om’s (and mine’s…though Om and James focus mainly on telco/software, and my focus is media/entertainment) could potentially compete against Wall Street research firms and analysts/brokers.
A business opportunity in all this: “Eventually, and probably sooner than later, someone is going to pull together all these diverse angles on telecom/internet/media/hardware/applications/chips, incorporate some hard financial and technical analysis, and build a cross-sector investment research platform incorporating realtime tools (I mean blogging, IM, video conferencing and collaboration) rather than .pdfs and spam.” Brilliant…
Somre more anaysis of this on Om’s blog…
Blogger-Journalists Giving Competition To Wall Street Research?
Summary:
This is a very interesting post by James Enck of Daiwa Securities SMBC Europe, on how high-quality research and information sources are bein…
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