Amazon: AWS-Some
We have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We are...
356 Views
Amazon: Return of the King
We have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We...
436 Views
Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US) , though extremely cautious on its valuation. Three datapoints in the past...
500 Views
Top 7 Investment Ideas from Top 200 Youtube Channels in Korea (Mukbang Included)
In this insight, I analyze the top 200 Youtube channels in Korea and provide the top 7 investment ideas from this data. For the top 200 most...
612 Views
IAC: 1+1 Is Supposed to Equal 2.
We have been examining the IAC/InterActiveCorp (IAC US) complex. Our headline take is we like ANGI ANGI Homeservices (ANGI US) and IAC as longs,...
450 Views