Uday 👨💻📈
@u_plus_kIn a default consumptive state | Telecoms Tech Media | Private Equity & Strategy | @ManUtd
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1/ New piece on the Atomic Investor: Both public and private markets have handsomely rewarded AI beneficiaries since Oct 23. A massive capex cycle is underway as both incumbents and upstarts build out the AI infrastructure. (Link below)
U.S vs Europe publicly listed digital infrastructure comparison. Data Centres trade at similar multiples, Wireless infra. and Digital Infra Services much cheaper in Europe. European names easily outperforming major indices, in the U.S performance is mixed.
Music revenues overtake cinema’s pre-pandemic peak on back of streaming boom. Who would have thought this crossover 10 years ago? Cc: @SleepwellCap ft.com/content/39129e… vía @ft
One of the key reasons why the U.S only goes up and to the right. Europe needs savings into equity so so badly.
Vamos, @RafaelNadal! As you get ready to graduate from tennis, I’ve got a few things to share before I maybe get emotional. Let’s start with the obvious: you beat me—a lot. More than I managed to beat you. You challenged me in ways no one else could. On clay, it felt like I…
If you ever read something I post, I hope it's this tweet. Yesterday, Valencia, the city I currently live in, was devastated by some intense rain and floods. Many people have lost it all and unfortunately more than 70 people have also lost their lives. I've set up a fundraiser…
Tax rates on PE carried interest by country. Surprised to see Spain's being that low. As per the FT piece, the top 100 carry takers in the UK earned GBP 90mn each over the last seven years, thats roughly GBP 13mn per year.
Modern day Football remains in constant flux, as more sophisticated club owners try to unlock financial value and growth. Youth players are becoming an integral piece of this puzzle... My latest piece on the increasing relevance of youth players for club operators👇
An absolute joy to watch. Uno de los mejores. Hasta pronto Rafa. Leyenda absoluta.
Mil gracias a todos Many thanks to all Merci beaucoup à tous Grazie mille à tutti 谢谢大家 شكرا لكم جميعا תודה לכולכם Obrigado a todos Vielen Dank euch allen Tack alla Хвала свима Gràcies a tots
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