Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
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No Country for Angry White Men: The Rapid Response to Marc Faber's Rant
Marc Faber, the long time stock strategist and ex MD of Drexel Burnham (HK) during HK’s go-go 1980s, has drawn himself into a battle on race...
367 Views
China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
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Microsoft Corp – Mixed Reality Or Mixed Reactions?
While the other companies of the FAMGA acronym[1] have been busy building “the best iPhone ever”, crushing the competition across a variety of...
141 Views
Titans of Tech (Part 2): Setting the Pace For European Tech
by Ilkka Paananen (CEO & Co-founder, Supercell)Our vision has always been to create games that people would play for years, perhaps even...
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