Executive Summary LinkedIn offers a unique opportunity for investors to take a stake in an early-stage, high growth professional social networking company with the potential to disrupt the $100 billion plus Business Relationship Management market. Our investment thesis on LinkedIn can be distilled into six simple words: “Disrupting By the “Power of We””. Through the …
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Executive Summary We believe investor demand for heart and soul stocks will rise over the next decade as long-term strategic investors start to look for ways to play the appreciation of social capital and socially conscious investors start to look for companies with a greater purpose. We identify Chipotle Mexican Grill (CMG-NYSE), lululemon (LULU-NASDAQ), Starbucks …
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Executive Summary Social media empowers the consumer and is emerging as a disruptive force. Social media awareness and usage is growing rapidly, with now over half of consumers and Fortune 500 companies active on Facebook. As the power shifts from the company to the consumer, we believe customer relationships will be the new driver of …
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