Amazon's COVID-19 ESG/CSR Blunders Are Fast Becoming Real Investment Risks
One of the challenges in taking an "alpha-first" approach to ESG investment research is that it isn't always possible to make the connection...
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Softbank Group: Vision Fund Layoffs but ByteDance Looks Good
News reports indicate Softbank may lay off up to 10% of Vision Fund staff. This should not be surprising: last week, Softbank said that there would...
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Last Week in Event SPACE: Singapore Air, Reliance, Kingsoft, GMO Internet, Li & Fung, Bank Permata
Last Week in Event SPACE ... The new Singapore Airlines (SIA SP) rights started trading earlier this week. The trade was to be long the shares...
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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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Uber and Lyft 1Q Analysis: Lyft Reports Better Results Without an Eats Business
Uber (UBER US) and Lyft Inc (LYFT US) released their 1Q results last week. In this insight, we compare the 1Q performance of the two companies.Our...
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