TMT (AAPL) Weekly: 3 Things that Stood Out The Week of 8/14/2020
This week, a bunch of Apple related news caught our eye, and the many companies that would be impacted by changes to the appstore, privacy...
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SNAP 2Q20: Snap up the Pullback
We have been bullish on Snapchat since the pandemic began for the simple reason that coming out of recessions, “Do More with Less” thinking...
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Netflix 2Q20 Caution: Deceleration Ahead
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
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U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
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The Week that Was in ASEAN@Smartkarma - PAP Retains Power, Rising Sea Ltd, and Cratering Credit Risk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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