How Much Is TikTok Worth?
We walk through potential acquirers for TikTok and think while Disney and Snapchat stand the most to gain, Microsoft or Apple are the most likely...
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Amazon 2Q20: Goliath Is Still….Cheap?
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
311 Views
TMT Weekly: 3 Things that Stood Out The Week of 7/24/2020
A few items that caught our eye this past week Alphabet Inc Cl C (GOOG US) removal of Shopping commissions, the "impact" of the Facebook Inc A (FB...
280 Views
A Big Exodus of Capital Outflow from Korea to US Tech Stocks
There has been a huge exodus of capital outflow from Korea to overseas stocks this year, breaking all-time records. The capital outflow has been...
368 Views
TMT Weekly: 3 Things that Stood Out The Week of 7/10/2020
This week we highlight the coming video game price hike, Slack's new acquisition strategy, Walmart's attempt to counter Amazon Prime, and a quick...
299 Views