TMT Weekly: 3 Things that Stood Out (In Retail) The Week of 5/15/2020
Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...
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How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
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Grubhub: Its Worth More than $55 for Uber.
As someone who enjoys discussing competitive strategy and online platform dynamics, the proposed Uber acquisition of Grubhub ranks high on the list...
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Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
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COVID-19: Sectors and Stocks Through the ESG Lens – Internet Retail (JD.com)
Shortly, I will be publishing a comprehensive ESG assessment of JD.com motivated by its upcoming Hong Kong listing as well as the potential IPO of...
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