
Do you know essentially the most winning inventory on the planet isn’t positioned in america? (I didn’t).
Underneath we supply two analysis items featured in The Thought Farm, our loose weekly electronic mail going out to over 100,000 buyers international!

First up, a 100+ web page marketplace outlook from Goldman Sachs.
Right here’s the highest 10 firms by way of web source of revenue…
Right here’s the whole go back of US shares vs. international shares…moonshot!
No longer unusually, resulting in a lot inexpensive valuations for ex-US….
Maximum think that is extremely biased because of US tech firms, however for those who regulate for sector publicity, ex-US nonetheless a lot inexpensive on reasonable…
Subsequent up is a couple of nice charts from JP Morgan…
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