TMT Short Idea: Pinterest
Pinterest has been a sneaky strong TMT long for the past 6 months on hopes its new CEO Bill Ready will deliver the holy grail of ecommerce to the...
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Growatt Technology Pre-IPO - Still Looks Good, Updated Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we’ll provide our updated thoughts...
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Weekly Stock Bullfinder - Week of 11/21
One useful way of finding emerging trends and potential market leadership is by spotting divergences in sectors, companies, and indexes.
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Buy Polygon For Big-Brand Crypto Scaling
Polygon added to Disney Accelerator program. Fashion and payments companies add to the recent partnerships. Polygon also added to the recently...
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META: Connecting People
FY22 has not been a good year for Meta. The past year saw it getting pummeled by one tragedy after another: 1st, the Tech bubble bursting in Oct 2022
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