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...
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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...
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