Facebook’s Metaverse Plans Will Intensify Regulatory Battles; Pose New Risks on Content, Privacy, Antitrust, Crypto Fronts
By: Nate Boone & JB Ferguson November 4, 2021 — Capstone believes Facebook Inc.’s (FB) effort to become the primary platform for the metaverse faces pervasive policy headwinds and intensifies content moderation challenges, privacy issues, and antitrust concerns as...
The Gig Economy’s Simmering European Front
By: Eva BorbelySeptember 30, 2021 — Despite a number of well-reported legal decisions by national courts across Europe refuting the argument that gig-workers are self-employed independent contractors, it seems the majority of European governments have yet to...
What the Infrastructure Bill Means for Netflix, Google, and Other Internet Service Providers
By Matt WiederrechtAugust 18, 2021 — Capstone believes the Senate’s passage of the $1.2 trillion infrastructure bill last week brought us a big step closer towards its becoming law, which we continue to believe has 80% odds of happening. Should it pass, the bill will...
A New Cold War? The Deteriorating Relationship Between China and The US
July 8, 2021 — Our job as investment analysts is, by necessity, to attempt to look over the horizon. But as Yogi Berra famously said, “It’s tough to make predictions, especially about the future.” A necessary device for the adept analyst is ascertaining where...
