Facebook (FB US) - Sheryl's Trip to DC Is About More than Russia, and That's a Problem
Reports that Facebook (FB US) is dispatching Sheryl Sandberg, its high-profile chief operating officer, to Washington, D.C., this week, is an...
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SK Telecom - Benchmarking Alphabet to Potentially Create SK Tomorrow
This is a follow-up report toSanghyun Park's report on SK Telecom,SKT Split-Up Is Really Imminent - Likely Scenario & Price Upside...
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Global Equity Seasonality: Q4 Trends
Over the observable past using index data and Fama-French "6-portfolio" data (the data intersections of small cap and large cap with Value,...
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Sizing up Baidu (And Alibaba), Part 1 of 2
In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market...
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Waymo and Intel Collaborate on the Autonomous Car; Turning Intel the Only Semi Competitor to Nvidia
What's new?After Fiat Chrysler Automobiles Nv (FCAU US) left Waymo to join BMW-Intel autonomous car platform in August 2017 (" Fiat Chrysler Is...
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