Amazon.com Inc.: Investment Thesis
Amazon has responded exceptionally well to the unprecedented customer demand they have experienced since the beginning of the pandemic. The...
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Bukalapak (BUKA IJ) - Hitting Mitras with More Product
Bukalapak continues to develop new products for both its Mitra and e-commerce business, which should help to improve take-rates with valuations now...
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Morning News Summary: BoE Hikes, ECB Continues QE — Stocks Like It
Morning News SummaryBoE Hikes, ECB Continues QE — Stocks Like It Equity markets traded mixed on Thursday after three major central banks pulled...
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Alibaba (BABA US): Looking to a Better ‘22
Alibaba's big discounts on valuations to its Tech peers, and reduced short interest, indicate that regulatory concerns and the risk of NYSE...
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Yodobashi Camera: 50% Online in 5 Years with Nationwide Delivery
Consumers are shifting purchases of electronics online and, while the big consumer electronics chains had a good pandemic, this won't last....
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