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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Meta Platforms ($META)
The technology sector is full of polarizing personalities, many of whom stand at the helm of some of the largest companies in the world.
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Global Communication Services: Lowest Exposure on Record
Selling in Activision Blizzard, Meta Platforms, Tencent and Nintendo Co Ltd force Communication Services allocations to their lowest levels on record.
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