Byte Dance Lawsuits Show: Tencent (700 HK) Is Small Companies’ Inevitable Platform and Competitor
Summary Tencent and Byte Dance launched lawsuits against each other. In fact Byte Dance is fighting every internet giant. We believe that new...
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Apple Hopes New Tools Will Help It Dominate Smartphone Based AI: AI Readings
A review of some of the latest news involving artificial intelligence, with a particular focus on items that potentially affect public companies....
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Altaba Tender Offer II: Who's There? "Just Us Chickens" 🐓
"Ain't Nobody Here but Us Chickens" is a song from just after WWII written by Alex Kramer and Joan Whitney and famously performed by Louis Jordan...
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High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 2/2)
This note is the second of a two-part report on ZTO Express (ZTO US) and its unique relationship with related party trucking vendor Tonglu Tongze...
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High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 1/2)
In recent months, and in particular after the release of surprisingly strong Q118 results on May 9th, we have become more concerned about the murky...
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