Facebook and Antitrust - The Beginning of the End for Big-Tech?
NY Attorney General Letitia James filed an anti-trust lawsuit against Facebook Inc A (FB US) which is co-sponsored by Federal Trade Commission and...
378 Views
US FTC & States' Suits Against Facebook Unlikely to Result in Breakup, but Could Slow Expansion
We believe the US government is unlikely to get a clear win against FB. A drawn-out trial may end in a settlement, but this could take two+ years....
312 Views
Technology One: Our Top SaaS Pick From APAC
Although the share seems a bit elevated at the moment, we feel that Technology One should be worth following among long-term, quality-focused...
332 Views
Airbnb IPO - Time for a Good Break - Even from the Share Lock-Up
Airbnb aims to raise around US$2.5bn in its US listing. There is lots to like about the company, apart from it lack of lock-up on some shareholders.
354 Views
Snowflake 3Q21: Our Revenues Are Worth More Than Your Revenues
Snowflake's first public quarter was a raging success according to the stock market, who boosted a 100x P/S company by 16% just for meeting...
437 Views