Sharp May Not Be the Best Short for Awhile
Sharp (6753) may not be the most interesting short anymore simply because the cost of shorting is too expensive and there appears to be little...
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Spotify Direct Public Listing (Part 2): Earnings Forecast & Assumptions
In this report, we provide our initial earnings forecasts and assumptions of Spotify Technology SA (SPOT US). We expect the company's revenue to...
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JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
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India Consumer Discretionary: TV Makers Could Cut Local Manufacturing Owing to Import Duty Hike
10% import duty on open cell LED panels despite no local manufacturing capability Major TV makers have been importing open cell LED panels...
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Capcom Pro Tour 2018 Launched This Weekend in Atlanta
The 2018 Capcom Pro Tour launched this weekend at the Final Round 2018 show in Atlanta. At the time of writing we are down to the last 8, with...
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