Xiaomi Inc. – Honest Pricing Contributes to Declining Margins. We Remain on the Sidelines.
“Amazing Products, honest pricing” is a great tag line for selling to wary consumers and creating an emotional attachment to Xiaomi Corp's (1810...
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Xiaomi (1810 HK): 2Q18 Results Undermine the Bull Case
A key tenet of the Xiaomi Corp (1810 HK) bull case is that unlike its smartphone peers, Xiaomi’s primary asset is user traffic rather than devices....
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COM7 (COM7 TB): BaNANA and Apple, but Not a Fruit Store
Capable of funding growth internally, improving asset turnover, and good gross profit return relative to its sector Cost sharing and increase in...
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FANG Deterioration and Pivot Floor
FANG deterioration and market floor supportNDX has been underperforming of late, creating a flash point if we see tech break lower and is also part...
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Tesla: Neither Funding nor Model 3 Demand Appears Secured to Us
Funding Secured?While Musk has pointed to the Saudi Arabian Public Investment Fund as the backing for his "funding secured" tweet, we see a few...
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