Nexon Sale: Market Talkings Update, Incl. Bid Schedule Extension
This is the latest update on Nexon. We had two Nexon related news reports, put out by Seoul Economic Daily and Invest Chosun, in the past two days,...
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Baidu (BIDU): Obituary - Review the Way to First Loss Since IPO
This is a very short review of Baidu’s whole story – After the market changed, Baidu Changed, but to a wrong way. We suggest closing out Baidu and...
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U.S. Equity Strategy: The Tweet Heard ‘Round the World
As we write this, the tweet from President Trump regarding an imminent spike in tariffs on Chinese goods has caught financial markets around the...
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Bits and Bytes: Facebook's Project Libra.
Facebook Inc A (FB US) aspires to create a Weixin similar on a global scale, with the potential to also encompass a digital identity. But how will...
675 Views
Narrow-Moat Uber's IPO Looks Attractive to Us
We still value the company at $110 billion, or $58 per share, as Uber Eats is outperforming our expectations. Uber Technologies (0084207D US)' Moat...
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