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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Xiaomi (1810 HK): Sold More Smartphones Than Apple, Expect Higher Growth and Margin
Xiaomi’s global smartphone shipments exceeded Apple. The company’s shipment growth is the most rapid in and outside of China. We also believe the...
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Bioventix: A Rare Biotech Play with a Low-Risk, High-Return Model
Although it is not clear whether this bond proxy can offer a 20% total return at this level, I see a high chance for it to outperform the benchmark...
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Kakao Bank - MSCI Done, Missed FTSE by a Whisker.
Kakao Bank (KB), South Korea’s largest digital bank, raised US$2.2bn in its South Korean IPO. It ended the first day of trading up 79% from its IPO...
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