DoorDash: Why Is Doordash 14x Sales and Uber 4x?
While we have certainly been wrong to short DoorDash thus far, we are still sure it is mispriced. The question is… how to profit off of this?...
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Pinduoduo: Foreign Investors Could Panic as VC Chief Trims His Holdings
We think the exit of high profile Chinese investors who has on the ground knowledge of Chinese politics could rattle both domestic and overseas...
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Merchant Deposits and Payables to Pad Cashflows - Who's Culpable?
Merchant deposits and merchant payables have been used to pad operating cashflows (even though they are not free cashflows), particularly for fast...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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MicroPort MedBot Pre-IPO - RoboDoc - Pre-Revenue, Has a Large Competitor but a Large Market as Well
MicroPort MedBot (MM), a surgical robot company, aims to raise up to US$1bn in its Hong Kong IPO. It is a subsidiary of Microport (853 HK) and is...
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