SoftBank (9984 JP) - Still Going After Charter (CHTR US)?
It was announced thatSoftbank Group (9984 JP) now owns 5% of Charter Communication (CHTR US), feeding speculation that it is once more having a...
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Baidu 百度 2017 Q4: Back to the Future
Leading Chinese search engine Baidu 百度 had a good quarter to end 2017. With revenue growth on a firmer footing, a management that has successfully...
334 Views
ZTO's Poor Q4 Results Mask Big Challenges: Weak Pricing, Slowing Growth, Failure to Capture Value
ZTO Express (ZTO US) reported Q417 results on Thursday afternoon in New York that relied heavily upon 'Other' items and a newly-disclosed...
1.3k Views
Disruption Diaries: Small-Cap Ideas in the Brick-And-Click Space
Disruption as a theme has fired investor imagination in recent times. The disruption space is mainly a private party though, even as the publicly...
687 Views
Qudian’s Risks in Transition from Online Consumer Loan Lender to Originator
Understanding that Qudian Inc (QD US) is going through a forced business model transition out of the online micro loan lending business to an...
311 Views