Saltlux IPO Valuation Analysis
In this insight, we provide a valuation analysis of Saltlux (SLTX KS). In addition, we provide additional fundamental details of the company,...
369 Views
TMT Weekly: 3 Things that Stood Out The Week of 6/5/2020
A few items that caught our eye this past week: Amazon.com Inc (AMZN US) seems to be winning work from home in multiple ways, Indian-ecommerce...
319 Views
Slack: Not Working (From Home)
Slack had more then doubled off the March lows, running from $17 to $40 into the print on Thursday, presumably because it was like Zoom,...
324 Views
Amazon's COVID-19 ESG/CSR Blunders Are Fast Becoming Real Investment Risks
One of the challenges in taking an "alpha-first" approach to ESG investment research is that it isn't always possible to make the connection...
278 Views
NetEase Secondary Listing: Coming Home
NetEase Inc (NTES US) is the second-largest mobile game company in the world as measured by combined iOS and Google Play user spend in 2019,...
363 Views