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...
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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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Bits and Bytes: A Primer on OYO Rooms & Its Significance to Airbnb.
Airbnb Inc (9865065Z US)'s diversification into the "complete travel experience" play. Makes a strategic investment in OYO Rooms. Is it...
592 Views
Scout24 Offer Final: Time To Unwind
On March 28, 2019, Pulver BidCo GmbH (“Pulver BidCo” or the “Bidder”), a holding company jointly controlled by funds advised by Hellman &...
599 Views
Tesla "Autonomy Day" Takes Investors For Another Ride
Tesla Motors (TSLA US) "Autonomy Day" event yesterday started more than 40 minutes late and lasted more than four hours. Worse, we had heard most...
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