THE WISIAN REPORT2017-01-23T15:03:04+00:00

Productivity in Mining

Since mining companies do not control commodity prices, they forecast demand to drive decisions on production and capital investment. As no communication occurs between the various players globally, mining companies fall prey to the strongest form of game theory; they all do the same things at the same time while hoping for differentiated results.  [...]

Disruption in the Media Industry

At Wisian Capital, we focus extensively on the ability of a company to build, and invest in, a sustainable economic moat that drives value creation. However, disruptive business models are often the ‘curveball’ that can destroy existing value. We therefore pay close attention to these forces in our investment analysis. It is particularly [...]