Category
Live With Marvin
Live with MarvinAgentic AI meets e-commerce: discovery, loyalty, and channel strategy
How agentic AI reshapes product discovery, brand visibility, and channel strategy in e-commerce. Analyst takeaways from a Marvin Labs LinkedIn Live.
Live with MarvinGaming's Next-Gen Risks and Returns
Revenue models in gaming have shifted from packaged goods to multi-year engagement platforms. This transition creates specific valuation, accounting, and…
Live with MarvinAI: Bubble, Cycle, or Structural Shift?
Marvin Labs hosts a data-backed discussion on AI capex, margins, and valuation risk. Analysis of where earnings support the story today and how to underwrite…
Live with MarvinGaming Industry Analysis: Live Services and Digital Distribution Business Models
How games-as-a-service, digital distribution, and live services reshaped gaming economics. Analysis for investors covering quality risk, monetization models,…
Live with MarvinUK & EU durables: premium vs value, rates, margins
Analyst takeaways on UK & EU durables: premium vs value, supply chains, rates, guidance quality and AI workflows from Marvin Labs’ LinkedIn Live.
Live with MarvinNavigating the Evolving Credit Landscape: A Guide for Analysts
Explore the evolving credit landscape as lending shifts from banks to platform and private credit. Understand new complexities in credit risk analysis,…
Live with MarvinCredit in Transition: Consumer, Corporate & Private
Key takeaways on credit repricing, BNPL, private credit, Basel IV, and tariffs from Marvin Labs’ LinkedIn Live. Implications for equity and credit analysts.
Live with MarvinGlobal Tensions, African Market Reactions
How geopolitics, tariffs, FX, and logistics shape Namibia and South Africa. Analyst takeaways with sources, from a Marvin Labs LinkedIn Live.
Live with Marvin1Q25 Earnings: Tariffs, Capex and Margin Defense
Key takeaways from 1Q25: tariffs reshaping pricing, hyperscaler capex, Apple’s services resilience, and what to watch in Q2 for margin defense.
Live with MarvinAI, Semiconductors, and Google: Rethinking Valuations
Key takeaways on AI’s impact on semiconductor capex, Google’s search economics, and how research frameworks must change. Analyst-focused and source-backed.
Live with MarvinAI in Wealth Management: Scaling Advice at Lower Cost
Highlights from Marvin Labs’ LinkedIn Live on using AI to standardize the house view, boost advisor productivity, and cut costs while preserving client trust.
Live with MarvinHow DeepSeek Is Changing AI Economics for Business
Marvin Labs panel on AI’s cost shift. DeepSeek’s pricing, real P&L use cases, CapEx risk, and what signals analysts should track as adoption accelerates.
Live with MarvinAI Co-pilots & Earnings Season: Transforming Equity Analysis
Discover how AI co-pilots empower equity analysts during earnings season. Enhance efficiency, accuracy, and decision-making with expert insights.
Live with MarvinAI in Investment Management: Strategies for CIOs & Analysts
Explore how AI is transforming investment management. Learn strategies for CIOs and analysts to leverage AI in data analytics, risk, and client services,…