Amazon – Feedback from Meeting with Senior Management
We attended the highly anticipated Amazon Web services summit and heard from CTO Werner Vogels and other senior Amazon management who gave a...
217 Views
China's Consumers/Banks/Bond Market and Defaults/Trade Wars/Marxism
China News That Matters Good news for China's consumers, Alibaba Group Holding Ltd (BABA US), JD.com Inc (ADR) (JD US) and Suning Commerce Group Co...
190 Views
IQIYI: Is There A (Clear) Path to Profitability?
Management conference call reveals that iQIYI Inc (IQ US) sees itself as "Netflix Plus". Our penetration rate analysis suggests that subs could...
182 Views
Xiaomi IPO: Why “Honest Prices” Is Rarely Honest
Xiaomi Corp (XIAOMZ CH) 's upcoming Hong Kong IPO will be the biggest IPO since Alibaba Group Holding Ltd (BABA US) fetched $21.8 billion in New...
483 Views
Observations from Three Weeks Marketing Japanese Equities in the US
It is widely observed that the Japanese stock market performs poorly in calendar 1Q and seems to do okay for the rest of the year. With that in...
132 Views