Qube Quarterly 2017: Q2

This quarter saw advertising and its potential pitfalls playing a prominent role. Our cover article which provides an updated review of our long-term investment in Pepsico was inspired by their recent advertising debacle. In this case, it was fortunate that (spoiler alert) although the social media backlash was severe, both our view and that of the market ran counter to the twitter sentiment index. Click here to read more.