Softbank Group: Vision Fund Bankruptcies, WeWork Lawsuit as Discount Hold Steady
Softbank shares now trade at a 54% discount to fair value, a slight improvement from 56-57% last week as shares have moved up slightly on an...
487 Views
COVID-19 and ESG: Amazon Behaving Badly
If Amazon were a country, the media would call it a coronavirus "hotspot." Amazon's workers are testing positive for COVID-19 in alarming numbers,...
441 Views
Alibaba (BABA): Fresh Food Booming and Freshippo Leading After Virus Outbreak
The active user base of online fresh food industry increased 58% YoY in the month after the Chinese New Year vacation in 2020 over the month in...
453 Views
GEM Fund Q1 2020 Performance Review: Active Funds Suffer as China Outperforms
The first quarter of 2020 was a challenging one for Global Emerging Market active managers. Active GEM fund Q1 Returns -25.05% on average vs...
499 Views
Alibaba: Where Is FCF Spent?
Alibaba’s rather questionable accounting and corporate governance practices are often overlooked by investors given the company’s strong FCF...
489 Views