Smartkarma Originals
Geek+: Global Leader in Smart Logistics Robotic Technology
We view VC-backed Geek+ as a great company and a category winner that is addressing the fastest-growing warehouse automation and robotics segment
225 Views
Smartkarma Originals
UBTech Robotics: China’s Global AI and High-Tech Robotics Unicorn
Tencent-backed UBTech Robotics is one of the key players in the global consumer robotics market, which is expected to reach ~$94B by 2028, growing...
194 Views
Weekly Stock Bullfinder - Week of 10/31
An interesting dynamic has emerged over the past few months with mega cap technology companies like Meta, Alphabet, and Amazon all seeing...
79 Views
Global Equity: Consensus Positioning
We screen 359 Global Equity funds to find the consensus overweights and underweights across regions, countries, sectors, industries and stocks.
224 Views
META Platforms 3Q22: You Got to Keep ‘em Separated
We think the current trajectory for META is unsustainable. The company will lose talent soon if the stock doesn't start to work, which requires...
218 Views