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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A Big Exodus of Capital Outflow from Korea to US Tech Stocks
There has been a huge exodus of capital outflow from Korea to overseas stocks this year, breaking all-time records. The capital outflow has been...
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Reliance Jio-Google Partnership to Challenge Xiaomi’s Market Dominance in India
On 15th July 2020, Reliance Industries announced that Jio Platforms and Google have signed a binding agreement for an investment of INR33,737...
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Netflix 2Q20 Caution: Deceleration Ahead
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
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