Microsoft Corp – Mixed Reality Or Mixed Reactions?
While the other companies of the FAMGA acronym[1] have been busy building “the best iPhone ever”, crushing the competition across a variety of...
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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...
327 Views
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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