Amazon 2Q20: Goliath Is Still….Cheap?
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
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Unilever (UNVR): COVID-19 Beneficiary and Discount to HUVR
With Surabaya becomes the hotbed of COVID-19 replacing Jakarta, it seems that the pandemic in Indonesia is far from over and a little out of...
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Tencent – Well Timed Transaction
*Another Material Developments At Afterpay: Afterpay Touch (APT.AU) confirmed another material development. The launch of its global rewards system...
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TMT Weekly: 3 Things that Stood Out The Week of 7/24/2020
A few items that caught our eye this past week Alphabet Inc Cl C (GOOG US) removal of Shopping commissions, the "impact" of the Facebook Inc A (FB...
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SNAP 2Q20: Snap up the Pullback
We have been bullish on Snapchat since the pandemic began for the simple reason that coming out of recessions, “Do More with Less” thinking...
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