What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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EBay to Sell Classifieds Business, A Valuation Close to US$10bn Seems Attainable
Following weeks of speculation, eBay finally announced on 21st February 2020 that it has been exploring potential value-creating opportunities for...
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Alibaba: The Growth Potential of International E-Commerce Operations Is Enticing
In our previous note, Alibaba (BABA US): Domestic E-Commerce Business Show Early Signs of Slowing Down – Quantamental, we mentioned that...
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Korea M&A Spotlight: Ebay Korea Is Up for Sale (Pressured by Elliott Mgmt to Sell?)
It was reported after the market close on 3 March that Ebay Korea is up for sale. Ebay Inc (EBAY US) owns a 100% stake in Ebay Korea, which owns...
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2020 High Conviction - A Mercarific Holiday Season to All
As we look out to the new year, we review and update one of our very highest conviction calls for the long-term: Mercari. Having followed the name...
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