Bitmain IPO Preview (Part 2) - King of Cryptocurrency Mining Rigs but Its Moat Is Shrinking
While so many people in the US were fixated on Kavanaugh vs. Ford, the global king of cryptocurrency mining rigs, Bitmain Technologies Ltd...
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Bitmain IPO Preview: The Last Hurrah Before Reality Bites
Bitmain Technologies Ltd (1374554D CH) is a Chinese designer of cryptocurrency mining machines (rigs) which are sold under the Antminer brand. It...
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Semiconductors. Is the Bubble About To Burst?
Global semiconductor sales grew to an all-time record high of $412 billion in 2017 for a YoY increase of 21.6%. Of note is the fact that some 50%...
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Why SoftBank's (9984 JP) Holdco Discount Is Narrowing
Historically, SoftBank's NAV discount has been one of the largest in the world. There were many explanations for this, from tax treatment issues to...
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Renesas Electronics: Excessive Focus on IDT Deal Multiple Belies Long-Term Strategic Potential
We visited Renesas Electronics (6723 JP) today and discussed the two key issues on investors minds: Inventory build-up is on its way to being...
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