IAC / ANGI 2Q20: Doubling Down
We have always enjoyed following IAC because we share a worldview with management about investing behind THE major secular trend in the world...
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The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
293 Views
JioMart | Putting Cash to Work - App Walkthru & Delivery Experience
Over the last four months, investors have witnessed a revolutionary investment cycle for Reliance Industries (RIL IN) 's Reliance Jio. Raising...
306 Views
How Much Is TikTok Worth?
We walk through potential acquirers for TikTok and think while Disney and Snapchat stand the most to gain, Microsoft or Apple are the most likely...
357 Views
Amazon 2Q20: Goliath Is Still….Cheap?
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
316 Views