Kingsoft Cloud IPO: Valuation Insights
Kingsoft Cloud (1775017D US) is the largest independent cloud service provider in China with a market share of 5.4% in terms of revenue from IaaS...
408 Views
Spotify: The Day the Music Died
Ok...so the day that the music died for Spotify isn't today. When we began writing about Spotify's most recent quarter, it was meant to be more...
233 Views
Amazon 1Q20: The Everything Stor(Y)
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and would aggressively buy any substantive market-wide pullback in the coming...
296 Views
1Q20 Digital Marketing Recap: The Power of Measurable ROI
Over the past two weeks we saw Snap, Google, Facebook, and Twitter all report earnings, and the stocks mostly reacted very positively.The key...
283 Views
COVID-19 and ESG: Amazon Behaving Worse
One month ago, I published an Insight on Amazon.com (AMZN US) discussing the company's ESG-related response to the COVID-19 pandemic. It was...
336 Views