Amazon 1Q20: The Everything Stor(Y)
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and would aggressively buy any substantive market-wide pullback in the coming...
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1Q20 Digital Marketing Recap: The Power of Measurable ROI
Over the past two weeks we saw Snap, Google, Facebook, and Twitter all report earnings, and the stocks mostly reacted very positively.The key...
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ESG and IPOs: Pre-IPO ESG Research with Central Retail as a Case Study
The intersection of ESG and initial public offerings is a treacherous corner in the ESG landscape. ESG is highly material and uniquely relevant to...
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Sido Muncul (SIDO): Raw Material Price Increase Squeeze Margin
A fact-finding with a friend in East Java revealed that ginger, a key ingredient for SIDO's flagship product - TOLAK ANGIN - has seen a sharp...
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Stream Wars - Twitch Still King, Facebook Gaming Gaining Fast
Twitch still leads the game streaming industry by a large margin but it has been stagnant in terms of total hours watched for most of 2019. The...
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