Disruption Diaries: Small-Cap Ideas in the Brick-And-Click Space
Disruption as a theme has fired investor imagination in recent times. The disruption space is mainly a private party though, even as the publicly...
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US Shale: Boom or BAU? The Latter, Most Likely!
The US government's Energy Information Administration just turned even more bullish with its prediction on tight oil production from the country's...
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China Online Video - Live Broadcasting Is a Powerful Monetization Tool for YY Inc and MoMo
New Street Research has been positive on online video in emerging markets (see EM Telcos: Video Growth Drives an EM Wireless Growth Inflection). In...
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Sea Ltd: "Emerging Growth" Company Part II
During conference call, management of Sea Ltd (SE US) unveiled 2018 guidance after delivering a slight beat on 4Q17 results. Despite surging GMV,...
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Spotify Direct IPO Preview: Karma Police
Spotify released its F-1 filing late to the market on Wednesday and plans to raise up to $1bn through a direct sale to all investors without a...
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