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...
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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...
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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...
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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...
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Sony – Epic Games Stake Purchase Is Small but VERY Interesting and Positive for Leyou
Sony has taken a small 1.4% stake in Unreal Engine creator Epic Games for $250m. The size of the stake could be a reflection of some caution on...
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