China and the US Race for AI Lead, Tesla's Competitive Advantage, Health, the Killer Apple Watch App
Our regular review and analysis of articles of interest pertaining to Artificial Intelligence and how it may affect investors. China and the US...
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Why SoftBank's (9984 JP) Holdco Discount Is Narrowing
Historically, SoftBank's NAV discount has been one of the largest in the world. There were many explanations for this, from tax treatment issues to...
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Trade War Talks/Tech Supremacy/Jack Ma Steps Down/Property Tax/Share Buybacks
China News That Matters Beijing feels the chill on trade China ramps up speed of super-computers Ma to oversee Alibaba succession plans Property...
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Entertainment Plus – 60% Market Share, Margin Not a Concern
Entertainment Plus (EP, 猫眼娱乐) was originally an online movie ticket distributor, which has a market share of 61% in China. Total revenues doubled...
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Meituan Dianping IPO: Mobike’s Economics – A Deep Dive
With Meituan Dianping (3690 HK) expected to price in the upper half of its IPO price range, we take a deep dive into the economics of Mobike, its...
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