Tencent – Well Timed Transaction
*Another Material Developments At Afterpay: Afterpay Touch (APT.AU) confirmed another material development. The launch of its global rewards system...
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TMT Weekly: 3 Things that Stood Out The Week of 7/24/2020
A few items that caught our eye this past week Alphabet Inc Cl C (GOOG US) removal of Shopping commissions, the "impact" of the Facebook Inc A (FB...
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SNAP 2Q20: Snap up the Pullback
We have been bullish on Snapchat since the pandemic began for the simple reason that coming out of recessions, “Do More with Less” thinking...
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A Big Exodus of Capital Outflow from Korea to US Tech Stocks
There has been a huge exodus of capital outflow from Korea to overseas stocks this year, breaking all-time records. The capital outflow has been...
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TRACKING TRAFFIC/Containers & Air Cargo: No, Virginia, Container Rates Are NOT Spiking!
Contrary to recent media reports, there is no evidence in the June numbers of an alleged spike in container rates in the Pacific. In fact, our...
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