Airbnb Pre-IPO – Travelling Down an Actual Path to Profitability
Airbnb has confidentially filed for an IPO pointing to a likely raising of capital in contrast to earlier plans for a direct listing. This is...
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Europe HY Trade Book - August 2020 - Lucror Analytics
The Europe HY Trade Book for August 2020 includes a summary of high-conviction trade ideas drawn from our European HY coverage universe, along...
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In Effort to De-List from NASDAQ, Trip.com Unlikely to Find Many Eager Buyers
On July 28, several media sources speculated that Trip.com (TCOM US) was working to de-list from NASDAQ. Rising China-US political tensions and...
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TMT (Mid) Weekly: 3 Things that Stood Out: Twitter, FB>Google, and TikTok
So much for a slow week...lot of online advertising newsflow we wanted to comment on.Obex’s fundamental research process is focused on secular...
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ANGI: Surprisingly Resilient
In the past few days, IAC, ANGI, and MTCH all reported earnings. The main takeaway? Their businesses are seeing an acceleration in the LT secular...
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