Weekly Innovation Review (WIRE) #45
Headline Developments Every week there’s a new deal (or regulation) in gaming. The Steam Deck, the Epic vs Apple case, China’s regulatory...
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Kakao Bank - MSCI Done, Missed FTSE by a Whisker.
Kakao Bank (KB), South Korea’s largest digital bank, raised US$2.2bn in its South Korean IPO. It ended the first day of trading up 79% from its IPO...
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Facebook 2Q21: “Significant Deceleration?” Cmon.
We think Facebook was unfairly punished for its earnings last week...it "underperformed" Google's 2Q21 results because its "overperformed" in 2Q20....
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Weekly Innovation Review (WIRE) #42
Headline Developments: Another bad week for Didi (DIDI) , with the stock plummeting a further 21% after Bloomberg reported that Chinese regulators...
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TMT Megacap Earnings Observations: Google & Microsoft
We were wildly impressed by Google's quarter. Microsoft continues to chug along...our takeaway from the two is Amazon is primed for a monster print...
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