Marshall sees semis cheap but warns of GPU securitization bubble risk
Semiconductor stocks trade at 5-10 year low valuations relative to earnings, but Marshall warns that if Nvidia GPU financing evolves into levered CDO-like structures, it could rep…
Marshall Wace backs GB News to counter UK media homogeneity
Marshall Wace co-invested in GB News to address frustration with homogeneous UK media narratives by supporting a platform designed to challenge dominant viewpoints and provide alt…
Marshall sees technology turnaround opportunity at The Spectator
Marshall described The Spectator as an influential brand with strong editorial work but weak technology management, creating an opportunity to modernize the operation and grow the…
Marshall Wace sees Spectator turnaround via tech fix
Marshall Wace identified Spectator as an investment opportunity due to its world-renowned brand and strong editorial team undermined by poor technology management, presenting a cl…
Marshall admits GB News loses money but gains market share
GB News has become the UK's #1 news channel by viewership within five years but remains financially unsuccessful due to advertiser boycotts; Marshall expects the revenue situation…