US Value Vs Growth: The Goldilocks Portfolio
Performance between US Value funds andtwo groups has diverged over the last decade, with 2020 seeing an acceleration of the trend.
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India Internet & Consumer Weekly | Tata Consumer Products, PUBG, Xiaomi, Flipkart
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
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Server CPU, DRAM, NAND Sales Heading For A Significant Decline As Inventory Digestion Commences.
A leading indicator for server sales
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Kingsoft Cloud - Oversold on Equity Offering; Annual Revenues in 2020 Similar to AWS 9 Years Ago
Kingsoft Cloud is the largest independent cloud service provider and the third-largest internet cloud service provider in China.
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TikTok: Microsoft's "Console-Ation" Prize
The TikTok saga is far from over. Heck, by the time you read this, China or Trump may have e
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