Not long ago, the global economy was powered by tangible assets. Companies like Exxon, General Motors and AT&T were the largest US stocks by market capitalization. Today our information economy is increasingly driven by intangible assets like brand equity, intellectual property, customer loyalty and more.
Sparkline Capital’s Kai Wu calls intangible assets the “dark matter of finance” because they are extremely difficult to measure and “comprise a significant portion of [total] financial matter and are essential for explaining the modern economy.”
Intangible assets may have previously been an obscure footnote in corporate balance sheets, they now influence markets in key areas like valuation, corporate earnings and the value versus growth paradigm.
Listen to this webcast with Michael Mauboussin, Head of Consilient Research at Counterpoint Global, part of Morgan Stanley Investment Management and Kai Wu, and Kai Wu, CIO of Sparkline Capital, to learn how intangible assets are affecting almost every aspect of modern markets.
Moderated by Jamie Catherwood of Investor Amnesia, this webcast covers:
There is a Q&A session with Michael and Kai as the end of the discussion.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum
Lorem ipsum
Lorem ipsum
Lorem ipsum
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
“Keyword search is remarkable — not only is it accurate, but it is smart enough to pick up words or phrases that are peripheral to the word you searched.”
Chase
Analyst
“Incredible depth of research over a vast amount of companies ... The user can set up alerts, enabling tracking targets and competitors, delivered to my email instantly.”
Matthew
Founder & President