Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
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Autonomous Driving- Lyft's Cunning Plan
Uber's autonomous driving strategy is well understood, thanks in part to the very public, year-long lawsuit they were embroiled in with Waymo....
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Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
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Capcom Pro Tour 2018 Launched This Weekend in Atlanta
The 2018 Capcom Pro Tour launched this weekend at the Final Round 2018 show in Atlanta. At the time of writing we are down to the last 8, with...
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Dropbox IPO Valuation Preview – from a Down-Round to a Low-Ball?
Dropbox has released its pricing range and the company has priced shares at $16-18 which would imply a market cap of $6.3-7.1bn, which is 30% below...
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