Amazon 2Q21: Pay Attention to AWS and Advertising
Retail decelerated ALOT. In the meantime, its higher margin AWS and Advertising businesses are ACCELERATING. We value these two businesses at...
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Cloud Village (NetEase Music) Pre-IPO - Initial Thoughts on Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
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Spotify 2Q21: Podcasting Rolling Over?
Spotify missed on MAUs again and lowered 2021 guidance. Not great for a subscription business built on a distant 10 year DCF built on subscriber...
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Cloud Village (NetEase Music) Pre-IPO - Tencent Music Peer Comp, Regulatory Impact
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
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Netflix Inc. - Investment Thesis
Netflix reported a mixed result as it managed to surpass its rather modest guidance of 1 million net subscriber additions by adding 1.54 million...
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