DeNA (2432): Undervalued Internet Stock
Dena Co Ltd (2432 JP) used to be the GO-GO internet stock for both retail and institutional investors in Japan during the previous bull run before...
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AI Readings - Is AI Becoming an Oligopoly?
FEATURE NEWS Will Mobileye reduce Intel’s dependence on PC and Server markets? Intel made a splash when they acquired Israeli company Mobileye for...
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China Trip Notes - Education Spend On Korean Path…
I began my recent Asia trip speaking at an investor conference in Vietnam, where I focused on the shift in the EM development model toward value...
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Recent Business Happenings in the Americas that May Be “Below the Radar”
Investors using the Smartkarma (SMARTKARMA SP) platform may find useful the following information that could have been missed on developments in...
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Will Europe's GDPR Rules Cause Problems for Tech, Are AI & Wearables a Match, China Pushes AI Chips
Europe’s aggressive push towards consumer privacy rights has the potential to disrupt the business models of many large tech firms (i.e. Google,...
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