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Microsoft Corp (MSFT US)
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711
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Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bullish
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ROBLOX
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13 Oct 2020 21:34
Roblox IPO Preview – Unique Positioning
We preview the upcoming listing of minigame sandbox Roblox whose closest peers Minecraft and Fortnite underline its potential, but it is Roblox's...
Mio Kato
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337 Views
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bullish
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The Walt Disney Co
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10 Oct 2020 21:47
Disney: Listen to Loeb
Disney's stock has languished this year due to the havoc COVID has unleashed on its business model. It should use the opportunity to spend more on...
Aaron Gabin
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295 Views
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bullish
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Sony Corp
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30 Sep 2020 12:43
Sony – PS5’s SSD Is “Oodles” Faster and This Makes Series X’s Graphics Edge Irrelevant
Our thesis on Sony and the PS5 has emphasised that their approach to next gen emphasising the SSD would address consumer pain points better than...
Mio Kato
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338 Views
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bullish
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Cross Asset Strategy
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30 Sep 2020 05:25
US Value Vs Growth: The Goldilocks Portfolio
Performance between US Value funds andtwo groups has diverged over the last decade, with 2020 seeing an acceleration of the trend.
Steven Holden
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233 Views
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bullish
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Kingsoft Cloud
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23 Sep 2020 10:04
Kingsoft Cloud - Oversold on Equity Offering; Annual Revenues in 2020 Similar to AWS 9 Years Ago
Kingsoft Cloud is the largest independent cloud service provider and the third-largest internet cloud service provider in China.
Douglas Kim
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324 Views
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