Amazon's COVID-19 ESG/CSR Blunders Are Fast Becoming Real Investment Risks
One of the challenges in taking an "alpha-first" approach to ESG investment research is that it isn't always possible to make the connection...
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Uber and Lyft 1Q Analysis: Lyft Reports Better Results Without an Eats Business
Uber (UBER US) and Lyft Inc (LYFT US) released their 1Q results last week. In this insight, we compare the 1Q performance of the two companies.Our...
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What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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DoorDash: IPO in the Time of Corona. Daring, Desperate or Timely?
Doordash, the leading US-based online food delivery company backed by Softbank Group (9984 JP) 's Vision Fund, has confidentially filed for an IPO...
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Softbank Vision Fund: Not Enthused About DoorDash IPO Filing but Vir Biotech Rally Could Be Positive
Moving away from the sordid details on Vision Fund's inner workings we tagged yesterday, we though there were a couple items out of the US worth...
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