Market Research

With both expected to go public in 2019, we look at Lyft vs Uber and how they would be valued on the public markets. This analysis also comprises an overview of their respective business models, finances, and expansion strategies.

In part I of this two-part series, Toptal Finance Expert Carolyn Deng provided an overview of the world of AI aimed at investors, with a focus on understanding what factors make for a great AI company. In this follow-up post, she outlines five practical steps investors should follow when diligencing a potential AI investment.

Over the last few years, the world has witnessed an explosion of interest surrounding Artificial Intelligence. Nevertheless, there still exists a significant gap in understanding and knowledge about AI applications, particularly amongst the investor community. This article, the first of a two-part series on the topic, is a collection of thoughts and advice by Toptal Finance Expert Carolyn Deng, based on her experience having founded an AI startup as well as having worked as VC Investor.

The field of robotics has seen incredible strides forward in recent years. As a result of improvements in computer vision, dexterity and also overall economics, use of robots has increased in a variety of different fields. However, most of the growth in robotics so far has happened in industrial applications, and thus hidden from the view of the general public. But is this about to change? In this article, Toptal Finance Expert Francesco Castellano focuses on the commercial robotics market. Thanks to recent breakthroughs in the fields of AI, mechatronics, sensors, and batteries, service and commercial robots are likely to see tremendous growth and adoption, likely heralding a new robotics revolution that could transform our daily lives in countless ways.

In the last Super Bowl when the New England Patriots faced off against the Philadelphia Eagles, Americans bet a staggering $4.76 billion on the game. 97% of that figure was done so illegally. However, this will likely change by the time the next Super Bowl rolls around. In a hotly anticipated move on May 14, 2018, the US Supreme Court struck down the Professional and Amateur Sports Protection Act, paving the way for states to legalize sports betting. This article covers the foundations of sports betting, including its $150 billion market size, implementation timeline, and revenue distribution. It will also examine the implications of its legalization, including increased sports engagement and popularity, ethical concerns, fresh opportunities, and its impact on fantasy sports and eSports.

To the novice investor or otherwise uninitiated, the ubiquity of palm oil as a global commodity cannot be overstated. It is a super crop with EBITDA margins > 50%, is the world’s most consumed edible oil, and is one of the most versatile raw material/substrate bases known to industry. This article explores the sparsely understood world of palm, including its cultivation, harvest, and application processes; its financial and investment profile; and ultimately the trends governing its future.

The fitness industry is large, growing steadily and rapidly evolving. Since the 1980s, health club locations and memberships have more than tripled to 36,000 and 57 million, respectively. Yet, over the past decade, 35% of its customer base has shifted away from incumbent brands. This article analyzes some of the shifts in the fitness industry that are illustrative of broader economic issues and highlights interesting implications for other consumer-facing businesses.

Retail investors have had a rough year. The SPDR S&P Retail ETF has underperformed the S&P 500 by nearly 30 percentage points. From eCommerce shifts to higher gas prices, there are plenty of arguments to be made against retail. Yet, there are a couple reasons to be jolly heading into the holiday season that few are talking about. In this article, Elizabeth Hanano, CFA suggests that low expectations combined with lesser-known tailwinds indicate it may be time to dip a toe back into the retail pond.

Since their emergence in the early 2000s, Sovereign Wealth Funds (SWF) have been met with both curiosity and trepidation, existing somewhere between return-maximizing asset manager and clandestine government agency. This article takes us into the $7.4 trillion world of the SWF, shedding light on objectives, ambitions, and mandates as well as allocation strategies.