Roblox 3Q21: 30% Move for THESE Results?
Fine quarter for Roblox, but consensus bookings and revenue estimates for FY22 rose 1% and 3.5% respectively. We would take profits on Roblox and...
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A Equity-Based Partnership Between HYBE and Dunamu & The Upcoming Launch of BTS NFT
In the past few days, HYBE announced an equity based partnership with Dunamu as well as the launch of the BTS NFT (non-fungible token).
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Weekly Innovation Review (WIRE) #56
Headline Development A lot of momentum continues around the metaverse. A few people were close to the pin on Facebook’s new name…..MetaBook,...
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Do You Buy Snap or Facebook or Both?
Snapchat blew up on earnings last week, Facebook followed. We think both merit buying; Snapchat will revert to 50%+ growth, while Facebook is too...
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Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022...
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