Facebook 2Q22: Network Effects Are Yesterday’s News, AI Is the Future
Macro clouds and Reels monetization headwinds will dissipate in 2023, providing an excellent entry point post earnings at $160, which by our math...
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WCP IPO - Peer Comparison and Valuation - Needs a Price Cut Not a Timeline Extension
WCP aims to raise around US$690m via selling a mix of primary and secondary shares in its Korean IPO. In this note we talk about the refiling...
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Weekly Stock Bullfinder - Week of 7/25
Technology bellwethers Microsoft, Alphabet, and Apple will all report earnings this week which will be closely dissected and produce market moving...
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Zomato IPO Lock-Up - A US$3.4bn Lockup Release Test Case for India
Zomato raised US$1.3bn in its India IPO in Jul 2021. At that time, it was the largest technology sector listing in India. The lock-up on its pre...
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WCP IPO - The Negatives - Patent, Going Concern, Customer Concentration
WCP aims to raise around US$690m via selling a mix of primary and secondary shares in its Korean IPO. In this note, we talk about the not so...
473 Views