Sea Ltd (SE US) - E-Commerce Epiphany
All eyes were on Sea Ltd (SE US), South East Asia's biggest market cap company, ahead of the release of its 2Q2020 results yesterday. Revenue...
437 Views
Muji Expands Channels with Lawson and Major Online Malls
Ryohin Keikaku (7453 JP) has had a busy few weeks. It is now trialling the sale of Muji product at three Lawson Inc (2651 JP) stores after ditching...
293 Views
India Internet & Consumer Weekly | Facebook, ByteDance, Samsung, Xiaomi & Amazon
This insight is inspired by Smartkarma's Insight provider Ming Lu and his weekly insights like China Internet Weekly (17Aug2020): Top...
302 Views
TMT (AAPL) Weekly: 3 Things that Stood Out The Week of 8/14/2020
This week, a bunch of Apple related news caught our eye, and the many companies that would be impacted by changes to the appstore, privacy...
263 Views
IAC / ANGI 2Q20: Doubling Down
We have always enjoyed following IAC because we share a worldview with management about investing behind THE major secular trend in the world...
304 Views