Companies covered: Cowen Group, Inc. (NASDAQ:COWN), RealNetworks, Inc. (NASDAQ:RNWK), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), Pandora Media, Inc. (NYSE:P), Rosetta Stone (NYSE:RST), KDDI Corp. (OTCMKTS:KDDIF), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Netflix, Inc. (NASDAQ:NFLX), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Allergan, Inc. (NYSE:AGN), EMC Corporation (NYSE:EMC), Axel Springer SE (ETR:SPR), Jardine Lloyd Thompson Group plc (LON:JLT), IMCD Group BV (AMS:IMCD), Northrop Grumman Corporation (NYSE:NOC), Southwest Airlines Company (NYSE:LUV), Pfizer, Inc. (NYSE:PFE), Waste Connections, Inc. (NYSE:WCN), Murphy USA Inc. (NYSE:MUSA), Walmart Inc. (NYSE:WMT), WisdomTree Investments, Inc. (NASDAQ:WETF), Kinder Morgan, Inc. (NYSE:KMI), BlackRock, Inc. (NYSE:BLK)