Articles
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Gaming Giants Unite: Microsoft’s Move to Conquer the Metaverse Through Gaming
Microsoft’s $68.7 billion acquisition of video game developer Activision Blizzard is making headlines. This move will boost Microsoft’s gaming business across various platforms and potentially provide building blocks to the metaverse. Despite legal challenges from the FTC and CMA, Microsoft aims to become more dominant within the gaming industry. As of September 2023, the deal…
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Platforms in the e-commerce market and the relevance of ever-faster delivery
The recent years have seen immense growth in e-commerce, especially during the COVID-19 pandemic. Besides big players like Amazon, numerous startups in the field have emerged and tried to bundle sellers’ demands for managing logistical operations. While online shopping comes with the benefits of often lower prices and the convenience of buying from home, instant…
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TEDxHSG: MIND / SCAPES, The future of learning
In a world overflowing with information and countless ways to absorb it, a world where it is increasingly hard to focus on oneself and not get distracted, the act of learning itself has undergone a transformative evolution. Just as the famous saying goes: ‘The only constant is change.’ The ever-changing methodologies and paths of learning…
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Adobe’s Acquisition of Figma at a Record Valuation for a Private Software Company
Adobe Inc., the software colossus, has announced its intention to acquire UI/UX leader, Figma Inc., in a staggering $20B deal, marking the largest buyout of a private software company to date. This strategic acquisition will position Adobe at the pinnacle of the collaborative-design software market, potentially boasting nearly 70% market share. However, the merger has…
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Briac Houtteville on Private Equity Secondary
Briac Houtteville is the European Head of Secondaries at Portfolio Advisors, bringing 15 years of experience in the private equity secondary industry. Before his current role, Briac served as Managing Director & Co-Head of European Capital Advisory at Greenhill & Co for over six years. He also held positions as a Vice-President and Principal at…
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SGFER x Reatch: Inflation, Real Estate and Macroeconomic Outlook 2023 Panel Discussion
A couple of weeks ago, we co-organised a panel discussion together with Reatch. Prof. Dr. Winfried Königer, Dr. Alexander Gruber and Thomas Veraguth lead a vivid and insightful discussion about real estate, inflation and the global economic outlook. In case you missed our event, we have transcribed the discussion for you to follow up.
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Equity Research Analysis – Kinder Morgan
We are thrilled to publish our first article in partnership with Minerva this year. Our collaborative effort brings you a comprehensive and intriguing analysis of Kinder Morgan, a leading energy infrastructure company in North America. Kinder Morgan’s dominance in the energy industry is well-established, with its strong presence in natural gas pipelines, storage facilities, and…
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A “Bailout” bigger than Switzerland
Following a series of unpleasant years, the past year was particularly frustrating for Credit Suisse investors. The Stock price has seen a 70+% decline, which ended in a merger with UBS that changed not only the Swiss but also the global banking landscape forever. In a Special Edition, our Editors from all Divisions (Macroeconomics, Global…
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The Blockbuster Merger of Warner Media and Discovery
In April 2022, two major media companies, Warner Media LLC and Discovery Inc. completed their merger and formed a new entity named Warner Bros. Discovery. The transaction was structured as a Reverse Morris Trust transaction and resulted in a company valued at $65.32B. The newly formed company boasts a strong library, high potential for synergies,…
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Warehouse Giant Prologis Increases Further its U.S. Presence in a $23B Deal
After two rather unpredictable and unprecedented years in the industrial market and two insufficiently attractive offers, the warehouse giant Prologis finally increased its U.S. presence in a $23B deal. The deal came at an interesting time. Real estate investment trust (REIT) stock prices sharply decreased the months before the deal’s announcement. However, the businesses may…
