Airbnb's Network Effect Offers Investors a Unique Stay
An early look at Airbnb's market opportunity, competitive position, stewardship, and valuation ahead of its impending IPO. Airbnb's Rare Network...
575 Views
Meituan-Dianping IPO, Part 2: Food Delivery Segment Boasts Amazing Growth & Unclear Path to Profits
textMeituan-Dianping (Meituan Dianping (MEITUAN CH), aka ‘Meituan’), an online consumer services platform with leading positions in China’s food...
532 Views
Meituan-Dianping IPO, Part 1: Role in China's Travel Segment, Comparison to Incumbent Ctrip.com
Meituan-Dianping ('Meituan'), an online consumer services platform with leading positions in China’s food delivery, in-store dining, and hotel...
702 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
505 Views
Quick Update on MakeMyTrip.com Vs. Yatra Online: Is MMYT Outperformance Justified by FYQ3 Results?
So far in 2018, shares of India's preeminent OTA Makemytrip Ltd (MMYT US) have continued to outperform those of its smaller rival Yatra Online Inc...
230 Views