Apple's App Store Price Cut Beneficiaries
Apple's quasi loss in the Epic lawsuit regarding app store take rates makes us all the more bullish on one of our favorite longs...Match Group.
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Weekly Innovation Review (WIRE) #48
Headline Developments Coinbase (COIN) is under scrutiny from the SEC, receiving a subpoena from the regulator relating to its yield-generating...
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Weekly Innovation Review (WIRE) #47
Headline Developments: As has been widely expected, China has moved to greatly reduce the time under-18s spend playing computer games. Under the...
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Affirm Holdings' Moat: Why World's Largest Retailers Want Affirm
The story and thesis behind Affirm has drastically changed with the announcement of two new deals with the world's largest companies. Amazon and...
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Xiaomi (1810 HK): 2Q21, Not Just Higher Growth, Margins Up in All Businesses
The revenue growth rate continued to rise. The main business, smartphone, rocketed up by 87% YoY. All minor businesses grew aggressively. The gross...
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