Deliveroo Has £1B+ Of Dry Powder; The Stock Is Undervalued, £75M Buyback Will Reassure Investors
Deliveroo is down ~77% from the IPO price, and we think the stock buyback program will reassure investors, keep in mind a solid balance sheet and...
430 Views
Sea Ltd (SE US) - Turning Tides Present a Different Wave
Sea Ltd's 2Q2022 results were impressive on a number of levels, with profitability in its core e-commerce business improving considerably in core...
444 Views
Tesla Trading Strategy Until August 25th Stock Split
Tesla has risen 44% in the 1 month ahead of its 3:1 stock split approval last Friday. Between now and split execution, expect an animated options...
391 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Take Rates, Indonesia's Digital Banks, and PTTEP
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
293 Views
Smartkarma Originals
Groww Tearsheet - Simplifying Investments and Savings
India Unicorn Series: We profile India's Investment platform "Groww". Encouraging user feedback, growth in spite of tight marketing spends &...
404 Views