Facebook 1Q22: TikTok-Ified
Positively addressed IDFA, spending, and monetization concerns. Facebook is massively undervalued. We think its worth at least $290, which is 50%...
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TMT Pre-1Q Earnings Thoughts
Some thoughts about potentially good earnings setups (ServiceNow and Facebook) vs. not so good setups (Paypal and Intel) for the first wave of TMT...
246 Views
Musk Buys Twitter, You Should Buy Facebook
Why buy Twitter hoping Elon Musk can solve slow product development, and weak monetization of direct response advertising, when you can buy a re...
261 Views
BigCommerce: Stock Selloff Looks Finished As Valuation Hit $1.5 Billion
Our analysis suggests risk/reward for BigCommerce shares looks strong, and downside potential may be limited as BigCommerce stock is undervalued...
320 Views
GEM Weekly (4 Mar 2022): Russian Interest Rates, Chinese PMI; NIO, ByteDance, TSMC, Samsung
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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