We understand the urge to merge, but are confounded by embedded valuation metrics

We debate what matters most to the healthcare REITs during NAREIT, and used the conference to investigate longer-term theses that have yet to fully materialize

We conducted a survey of 800 console gamers in the U.S.and found the overall gaming market robust

Next week we will be joining the gaming world at E3 in Los Angeles. While some have claimed that this E3 will probably be uneventful, we believe that the focus will be around the quality of games, new IP, and new platforms like VR and eSports

After analyzing Apple's current situation and evaluating its potential in India, we think there are no easy solutions in the near-term

In May 2016, we conducted our third mobile survey of U.S. smartphone users, and came away with some interesting takeaways

We recently hosted a meeting with retail REIT expert Josh Podell of Podell Real Estate Advisors (PREA) to discuss trends (positive and negative) facing retailers and their retail REIT landlords

A data set by itself, even if as extensive as HCA's, is useless unless knowledge from analysis of that data is tightly bound to process change. We learned that, and a lot more, at the MSUSA Big Data Day at HCA at the company yesterday.

Upon contracting Chicken Pox, one can expect not to suffer the disease again. As a means to explain our view on the health care REITs, and specifically on past/ current/future legal action related to Medicare billing practices of post-acute/ SNF operators, we invoke a parallel analogy with the Chicken Pox "one-and- done" nature