META Platforms 3Q22: You Got to Keep ‘em Separated
We think the current trajectory for META is unsustainable. The company will lose talent soon if the stock doesn't start to work, which requires...
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Chinese Metaverse Firm Flowing Cloud Drops in Hong Kong Debut
Chinese metaverse firm Flowing Cloud Technology Ltd. saw its Hong Kong shares fall on their first two days of trading as speculation on the hype...
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Why Roblox’s September Metrics Are Even Better Than They Appear
Roblox printed excellet September usage metrics that confirm management's claims that growth would reaccelerate in the back half of the year. On...
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What Are the Prospects for a Meta Rebound?
Meta has seen its valuation converge with structurally impaired cable network / streamers with margins 50% lower. We think it can boost EPS through...
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Advertisement Apocalypse
Direct to Consumer and E-commerce brands benefited massively from the demand during the pandemic but have struggled in recent months due to the...
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