Weekly Innovation Review (WIRE) #48
Headline Developments Coinbase (COIN) is under scrutiny from the SEC, receiving a subpoena from the regulator relating to its yield-generating...
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Weekly Innovation Review (WIRE) #47
Headline Developments: As has been widely expected, China has moved to greatly reduce the time under-18s spend playing computer games. Under the...
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Affirm Holdings' Moat: Why World's Largest Retailers Want Affirm
The story and thesis behind Affirm has drastically changed with the announcement of two new deals with the world's largest companies. Amazon and...
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Xiaomi (1810 HK): 2Q21, Not Just Higher Growth, Margins Up in All Businesses
The revenue growth rate continued to rise. The main business, smartphone, rocketed up by 87% YoY. All minor businesses grew aggressively. The gross...
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Xiaomi (1810 HK): Sold More Smartphones Than Apple, Expect Higher Growth and Margin
Xiaomi’s global smartphone shipments exceeded Apple. The company’s shipment growth is the most rapid in and outside of China. We also believe the...
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