Netflix 2Q20 Caution: Deceleration Ahead
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
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U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
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Tencent's Turn To Run A Ruler Over Leyou
A Brief Background There appears to be no shortage of interest in online game operator Leyou Technologies (1089 HK). Back on the 20 September...
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TMT Weekly: 3 Things that Stood Out The Week of 7/10/2020
This week we highlight the coming video game price hike, Slack's new acquisition strategy, Walmart's attempt to counter Amazon Prime, and a quick...
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Sea Ltd (SE US) - Gaming Its Way to the Top
Leading South-East Asia gaming and e-commerce player Sea Ltd (SE US) continues to rise to new highs as analysts revise up target prices to around...
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